Ensuring accurate client information is crucial for effective communication and relationship management. This article provides step-by-step instructions to help you seamlessly update client details in the Advice Revolution portal, ensuring your records are always current and precise. Let's get started!
Update client's information through the Adviser Homepage.
1. Use the Search bar at the top of the screen to find the client.
2. Then click on the Pencil icon located next to their name.
3. You can modify details such as First Name, Last Name, Email Address, and Phone Number directly in the editable fields provided.
4. After updating the information, ensure all changes are accurate. Click the Submit button to save the updated client information.
Update client's information through the Client Home Page.
1. Navigate to your Adviser Home Page and locate the client's name in the list. Click on the client's name to open their Client Home Page.
2. Once on the Client Home Page, click on People to view the client's contact information.
3. To edit the contact details, click on the pencil icon next to the contact information you wish to update.
4. Select the appropriate client if necessary and choose the contact type (e.g., work email or mobile phone).
5. Update the email address or phone number as needed.
6. To tag an email or phone number as the client's preferred contact method, just select Yes.If marked Yes for email, it indicates this email is used for client portal login.
If marked Yes for phone, it is used for multifactor authentication.
7. After making updates, click the Submit button to save the changes.
For questions or clarifications, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.
Published on June 25, 2024
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