Maximizing Task Notifications
At Advice Revolution, we aim to improve communication and collaboration between advisers and clients. Enhance collaboration with your clients through the Task Notification features of the client portal. This feature streamlines interactions by keeping everyone informed about task progress and responsibilities in real-time.
Note/s:
1. Your clients will now automatically receive email notifications whenever you assigns or reassigns a task in their client portal. This keeps clients informed and up-to-date of their responsibilities and helps ensure tasks are not missed.
2. As the adviser, you will also receive email updates whenever a client completes or updates a task. This allows you to monitor progress and provide timely support if needed.
3. We understand staying organized is key. That's why a new feature to sort a client's active tasks by due date has been added. This makes it easier for you to prioritize and follow up on outstanding tasks, keeping your financial planning on track.
For questions or clarifications about the task notification feature, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Get Help Session with our team, kindly use this calendar to book the session.
Published on July 06, 2024
Version 1.1