Explains Key Steps for Viewing and Managing Client Information Effectively in Remindoo
1. Access Client Information 0:00
- Begin by selecting the client you want to view (e.g., Amelia).
- The overview will display:
- Any additional notes related to the client.
- The company’s website.
- Client status (active/inactive).
- Services associated with the client.
2. Manage Client Profile Options 0:21
- Options available for managing the client profile include:
- Go to Client Profile
- Manage tasks
- Add custom tasks
- Archive the client profile
- Delete the client profile (note: deletion is permanent).
3. View Client Profile Details 0:54
- Upon clicking ‘Go to Client Profile’, you will see:
- Basic information about the client at the top.
- Contact details.
- Services associated with the client, including:
- Reassigning service managers or partners.
4. Review Internal Information 1:17
- Internal information includes:
- Anti-money laundering (AML) questions and answers.
- Risk assessment results (e.g., low-risk client).
- Client timeline showing:
- When the client was added.
- Status changes (e.g., draft to active).
5. Edit Client Information 2:07
- You can edit, add, or delete any information in the client profile at any time.
