The Dashboard screen allows you to filter, search and drill down into your clients:
Duplicates: If you renew or change a client there can be multiple entries. Filter and sort to see which is the most up to date Version
Outstanding: Use the Status to identify what needs further action.
Renewals: You can sort and filter your clients to identify which need to be renewed.
Client Management: By clicking on a client name you go to their Management page, where you can see more information and carry out additional client actions.
Deleting Clients:
- You can easily delete any draft client on your Dashboard, just click the bin icon next to the Draft status.
- To delete clients with a status of In Progress, click Revert to Draft from the Client Management page, then you can delete the draft. By reverting the client to draft first, you will not be charged for that use (excluding any electronic checks). Careful: Reverting to draft loses all progress beyond the Draft stage.
- To delete Clients that are Pending or Complete, you will need to include the Allow Delete filter in a Dashboard search. The Delete column will appear to right of the Dashboard.