Manage Clients Dashboard Overview

Manage Clients Dashboard Overview

The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of client information on the Household, Client, or Account level.


Dashboard Overview

Level Views

Switch which level of data you are viewing by using the Account, Client, and Household tabs. Alternatively, you can use the level drop-down just beneath the tabs.

Searching

Use the search bar in the upper right to quickly locate the data you need. Change the search criteria with the drop-down at the end of the search bar. The available criteria options will vary based on which level tab you are viewing.

Expand

Clients and Households in the Dashboard may be expanded to view all accounts contained within the Client or Household.

Opening Detail View

Click the name or account number of a Household, Client, or Account to open the detail view of it.

Expand/Collapse Detail View


Use the blue and green arrows to either return to the Dashboard grid or expand the Detail view to full screen, respectively.

Switching Levels


Use the View controls to switch between viewing the full Household, one Client, or a single Account.

Widget Controls

Each section in the Detail view is considered a Widget.

Use the expand/collapse / control in the header of each widget to control its visibility.

Use the full screen control to open the widget in a pop-out window for a larger view.

Sections

The following tabs are available in detail view. Click any one for more details:

Customizing Detail View/Widgets

The order and visibility of the widgets in Detail View may be customized in Firm Profile. See Managing Client Dashboard Widgets for more information.

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