We are proud to announce the newest addition to the Admin Portal: Client Onboarding Form. Read on for more about the Account Import Tool and information on how to use it.
Overview
Destiny Software’s Client Onboarding Form allows the Admin the ability to send Accounts an email link to manually update all information associated with that account. Using this tool, Admins can easily keep accounts updated to the most accurate information directly from the Client.
Key Features
Automatic Form Creation
Utilizing this tool Admins will be able to send the information request automatically by simply adding an email.
Completion Verification
Once the form has been completed, an email is sent to the email address of the Admin’s choice.
How to use this tool
To use this new tool simply follow the instructions below:
Log into the Admin Portal.
Select Accounts from the Manage menu item.
Click the account to view the account details page.
From the account details page, click on the new Options button in the General section.
Click Client Information Request.
Add the email you would like to send the request to, add the confirmation email, and select the Confirm button.
Frequently asked questions (FAQ)
How do I access this tool?
You can access this new feature as an Admin by simply selecting an account from the Manage Accounts option via the Admin main menu. Please note you can only access it if you have the “Manage Accounts” permission assigned by your SuperAdmin. For more information on how to change permissions, click here.
Please create a support ticket in the Admin Portal if you have any questions.