Manage Clients > Communications Tab
Communications
The primary section contains a summary of all contact information for the Account Owner, Client, or Household. Tags may be added in the # box as needed.
Click the Edit 
control to change a Client’s contact information.
Notes
Free-type notes may be added at the Account level here. Notes cannot be edited or removed once added.
Related Articles
Manage Clients > Overview Tab
The Overview tab summarizes the personal and financial information of a client. Note that the data and widgets available will vary depending on whether you are in Household, Client, or Account view. (See Manage Clients Dashboard Overview for more ...Manage Clients Dashboard Overview
The Manage Clients Dashboard (Manage Clients > Dashboard) is where you can access a broad array of all client information from Portfolio Manager or Client Portal. It is viewable at the Household, Client, or Account level. Dashboard Overview Level ...Manage Clients > Investments Menu
The Investments menu of the Profile navigation menu gives quick access to financial and performance data for the profile selected. Many of the sections have controls to allow you to manipulate the data such as a column chooser, sorting, and grouping. ...Manage Clients > Operational Tab
Operational Summary See the progress and status of all opportunities relating to the account, client, or household. Notifications Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the ...Householding Clients
Assigning Clients to a Household allows you to view their combined performance data within the Portfolio Manager. Clients can only belong to one Household at a time. Clients or Accounts can also be householded from within the Billing section of the ...