Funding stream update

The funding stream has been removed from the customer creation screen. It is now an account update which you can complete later. This means that when you are creating a new customer, the field “Funding Stream” has been removed and you are invited to do this once you have created the customer. How do I […]

2 Factor Authentication (2FA)

The CRM is now using 2 Factor Authentication (2FA). Once you have successfully signed into the CRM, the CRM will send a One Time Passcode (OTP) to your email address. If you are using your own device, you can tick the box “Remember me for 7 days”, and 2FA will not be required for a […]

Changing advisor

You can now allocate customers to another advisor if you need to assign a customer to a different supporting advisor or spread your workload. There are various ways you can achieve this and once assigned, they will show under “Your Customers” on the homepage. If you have customers allocated, they will show on your homepage; […]

Customer history export

You can now export all actions which have been taken on a customer. To export the customer’s history, click on the history tab, then, scroll down to the bottom of the page and press “Export to excel”. To do this, you need to be signed in as an admin and the export will anonymise the […]

Managing funding streams

To add a new funding stream, you need to have admin access. Press your name to open the menu and select “Manage funding streams”. Add the funding stream code Add the funding stream name The funding stream needs to be unique, short and simple as this will be the code that will be used throughout […]