Worksheets Tab
The Worksheets Tab
The Worksheets tab contains several forms that you can activate and fill out to help track and store profile information about your clients.
- Contacts have the Worksheets tab, where you can activate and fill out worksheets for that individual.
- Households have the Related Worksheets tab where you can see all the worksheets for everyone in the Household.
The available worksheets are:
- Appointment Profile – Records their preferences for appointments, along with the dates they last filled out several questionnaires.
- Client Seminar Profile – Records the latest seminar they attended and how they responded to it.
- Confidential Client Profile – Records their preferences, investment education, and financial qualifications.
- Financial Planning Checklist – A checklist of the areas you have covered with them in financial planning.
Related Articles
Activities Tab
The Activities Tab The Activities tab contains a data table that displays all of the following that are related to the entity Schedule Items Tasks Documents Email records To view different types of activities related to the selected entity, filter ...Calendar Tab
The Calendar Tab The Calendar tab has the same functions as the Schedule workspace but displays only those items associated with the selected entity. To view your own schedule items as well as those of other users navigate to the Schedule workspace.Opportunities Tab
The Opportunities Tab The Opportunities tab displays opportunity records associated with the selected entity. An opportunity represents a potential sale of one or more products to a client. Each opportunity has a predefined set of stages and items ...Hierarchy tab
The Hierarchy tab displays the relationships between one Household or Contact and others. Each name listed acts as a hyperlink to that record. The Hierarchy tab has two sections: Company and Household. The Company subtab displays all the ...Detail Tab
The Detail Tab The Detail tab uses cards to provide details about the entity. Its contents vary depending on the entity type that you have selected In most cases, it uses the following cards: Addresses Card Displays the entity's addresses and ...