Contacts & Client Records
The heart of the CRM. Creating and maintaining contacts, reading a client record, and modeling households, entities and professional relationships the way your firm works.
Households and relationships
- How do I set the primary contact for a household?
- How do I add or remove members from a household?
- How do I manage trusts, businesses, and other entities as records?
- How do I handle a divorce or a household split?
- How do I record a deceased client and transfer the household?
- How do I create a household?
- How do I track professional referral relationships (COIs)?
The client record
- How do I track a client's service type and lead source?
- What is the AI contact summary, and can I change its format?
- How do I assign an owner or servicing advisor to a client?
- How do I log a call, meeting, or note manually?
- What's on a client record page?
- How do I record a client's important dates?
- How do I attach a document to a client record?
- How do I add a tag to a contact?
- How do I read the activity timeline?
- How do I see every email exchanged with a client?