Site Administration and Settings

Advice Wizard

• Advice Wizard Explanatory Text
• Templated Objectives
• Appendix Items
• Customise Advice Wizard Fact Find
• Areas of Scope
• Scenario Types

Further Questions

• Introduction to Further Questions
• Creating Further Questions

Client Fees

• Fee & Commission Uploading

Site Configuration

• Rate Cards and Platform Pricing
• Custom Fields
• Samples and Favourites
• Shortcut Keys
• Adjusting Site Assumptions
• Custom Fact Finds

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User Records

• Request a New User
• Email Signatures

Deleted Records

• Recycle Bin

Integrations

• CLASS Integration
• Omnium Integration
• DocuSign Integration
• SMS Global Integration
• MailChimp Integration