Client Management

Client records, client cases

Active clients and inactive clients
You may be wondering what the difference is between an Active client and an Inactive client.   Active: These are client records with a case that is curren...
Tue, 17 Mar, 2020 at 7:43 PM
Add a new client
When you begin working with your client, you need to create a record for them in Client Voices.   The first thing you need to do is find Clients in the na...
Sat, 18 Jul, 2020 at 9:54 PM
Allocate a client to a funding group
The purpose of funding groups is to group together clients under a specific funding contract, and run reports based on those groupings.   Clients are allo...
Tue, 17 Mar, 2020 at 7:48 PM
Assign a client to a Financial Mentor
Note: You will need the appropriate permissions to access a client’s record.   To change who a client is assigned to, you need to navigate to the client’s...
Tue, 17 Mar, 2020 at 7:50 PM
Change a client case from one-off to ongoing
You will need the appropriate Permissions in order to create a case for a client.   You may have accidentally marked a Client case as One-off instead of O...
Tue, 17 Mar, 2020 at 7:51 PM
Client case notes
Good case notes are an essential element of good record keeping.   You’ll find your Client case notes in the Notes tab on the Client case page.     T...
Tue, 17 Mar, 2020 at 7:53 PM
Create a new client case
You will need the appropriate Financial mentor Permissions in order to create a case for a client.   The Client case is what we call the period of time fr...
Tue, 17 Mar, 2020 at 7:55 PM
Close a client case
You will need the appropriate Permissions in order to close a client case.   The Client case is what we call the period of time from when your client arri...
Tue, 17 Mar, 2020 at 8:00 PM
Delete a client case
The two main reasons you’d delete a Client case are:   You have a client case in Client Voices that no longer needs to be there. You created a new case ...
Tue, 17 Mar, 2020 at 8:03 PM
Delete a client
Note: Your permission settings will determine which client records you’re allowed to delete.   There are two reasons you’d want to delete a client record....
Tue, 17 Mar, 2020 at 8:04 PM