Ongoing Reviews - Review

Ongoing Reviews - Review

Review 

<Description>

 

Completing the Review

Learn how to complete a review.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Setting the Review

Learn how to add a review to a client.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Managing Reviews in Bulk

Learn how to add and use Dashboard Widgets to locate clients who are due for review.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Dashboard Widget to locate

Learn how to use bulk workflows allows you to manage reviews in bulk.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Review Clients

Learn how to set the Engage Disclaimer and enter details for the What Next pages.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

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