What is the Client Interface board (CIB)

Client Interface Board appears as a separate box on your screen displaying key client information 

Key functions here are;

• Active- De-activated client status
• Instant manage client files
• C-Facts editing (Your Fact Finder)
• Track incoming/outgoing phone calls
• Track & send incoming/outgoing emails
• Track & send outgoing SMS messages
• View latest client Facebook status
• Toggle between partner files
• Switch on and off client instant notifications
• Switch on and off time billing tracker
• View client status - Prospect/Client/Deactivated client
• View personal contact details, preferred contact periods and method
• Assign internal support staff/adviser
• Instant view across all assigned advice modules