Salesforce
This feature is used to assign a task to multiple people
What is a team queue
This is the request type for an on demand report
What is Ad-hoc
This coloured folder represents a household portfolio in ClientLink
What is the brown/yellow folder
This feature opens all my frequently used applications at once
What is Launch My Apps
This icon is used to quickly access a preferred object
What is the Favorites icon
Who can delete a template in FP
What is Template creator or the BAS Support Desk
This column in ClientLink indicates whether an account has been householded
What is Parent Portfolios
This icon is used to request the Client Meeting Preparation Report
What is the three person icon
This field is where i can add additional individuals to an activity
What is the 'For' field
This is a big time saver when generating reports in Flexpak and it allows us to generate Flexpak reports in other applications
What are favourite templates
This section within the Financial Summary page allows us to change the name of a portfolio/household
What is Profile
When requested, the Client Meeting Preparation Report can viewed within myDashboard. True or False
What is False
This process allows me to better understand my client relationships
What is householding
This tab is used to customize different sections for a Flexpak template
What is Section Designer
This page in ClientLink allows us to delete an obsolete portfolio
What is Financial Summary
This widget in the Client Info screen is used to view any Flexpak reports requested in myDashboard
What is Client Reporting