This page contains demographic information about the client’s employees, such as age or marital status. In the window that appears, select the folder where you are going to move the file(s) and click Move.įinally, you can place the folders inside other folders by simply clicking and dragging one folder into another folder. You can either drag a file record to the folder or select one or several files, click the Multiple Actions button that appears after the selection, and then choose Move. You can share, edit, and delete your custom folders, but not system folders. It is also possible to create custom folders and add files. This page contains several system folders for all files and documents that are relevant to the case.
You can also archive the notes and later view them by selecting the Archived checkbox in the upper-left corner of the page.įinally, you can filter the notes by due date.
You can add new notes and edit the existing notes. This page contains notes that are relevant to the case. You can also archive the tasks and later view them by selecting the Archived checkbox in the upper-left corner of the page.įinally, you can filter the tasks by type, stage, tags, and due date. You can add new tasks as well as edit the existing tasks. This page contains tasks that are relevant to the case. You can also filter the benefits by product type as well as by the Current and Past parameters. On the Benefits page, you can view and add insurance benefits that are relevant to the case. You can add the new contacts, existing employees, and existing individuals by clicking New in the upper-right corner of the page and selecting the corresponding option. This page contains data related to the owner/administrator of the client’s business as well as contact persons. In addition, on the Summary page you also convert the client to a prospect, change its status, and add team members.įinally, you can view custom fields that are related to the case, assign tags and worfklows to the case, view the company snapshot, view important case-related dates, and read recent case-related notes. Here you can also find important dates, such as employer’s last login or next renewal date. This page contains an overview of the client’s contact details, custom fields that are relevant to the client's case, company snapshot, etc. Let’s take the client card as an example and explore all available pages. To open a client or prospect card with all details, click the name of the case in the table.
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