When there is only one client – When there is only one client, you can simply delete the client by selecting the ‘rubbish bin’ icon on the top of the widget. This will also remove all clients if there are multiple clients. When there are multiple clients – To remove a client from your transaction when there are multiple clients, … Read More
You are able to assign your transaction to a colleague either for a set period of time or indefinitely, find out how to do both below. Within your transaction you will be able to see a widget titled ‘Assign to a Colleague’, it shows you who is currently assigned to this transaction. On this widget there is a button that … Read More
The transaction Lenders widget shows you the details of the lenders involved in the transaction. It outlines the name of the lender(s), the account number of the transaction and the address if it is provided. This information is used in the auto-population of your documents within Altis.
These are the contact details for your client. This widget will also show any additional contacts related to the original contact e.g their spouse or partner. If your contacts details are amended here, they will be amended in every instance on the system that this contacts information appears.
You are not able to permanently delete a duplicated contact however you are able to archive a contact so that it no longer appears on the contact screen. This also means if you require the contact again it can be easily retrieved.
The Personal Details Vault is a widget that is designed to house all of your client’s personal documents. It has an additional layer of security so as to provide extra protection for the sensitive information within, and to remind you that this information is never shared with the other side. The widget will lock itself down after 5 minutes. Open … Read More
Yes, please do! The contacts page acts as a CRM system for your customers and you are welcome to use it as such. You can add contact notes, and add properties to the contact from their contact page.
To make a note on the notepad, you just need to click on the notepad and begin typing! Then just click the floppy disk icon on the top right and this will save the note. The notepad is just for notes that anyone picking up the case in your absence may need; client’s on holiday, yourself on holiday and when … Read More