Add and manage clients

👤 Who

Any user wanting to add clients into the system

Role type required: Adviser, Practice Admin, Own AFSL Admin or Licensee Admin

ℹ️ How to add and manage clients in iff

The Clients module allows you to:

• Create new clients or import from Xeppo 
• Search on existing clients
• Email a fact find to individual clients using the client journey 
• Record the clients Current Position
• Generate Advice for the client

Learn how to add clients by watching the video below
 

❗Note the email address for each client must be unique. For testing purposes you can use your own email address and add the + symbol along with some unique text before the domain as shown in the screenshot below. This will allow you to add multiple test clients against the same email inbox.

ℹ️ Editing client details and information

Once you have added a client you can edit the client details by using the expansion arrow.