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The Records tab on client pages provides a centralized location for managing all client-related documents, financial information, projects, and sequences. Records helps you organize and access important client data in one place.

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Overview

The Records tab is organized into several sections:
  • Projects - View and manage client projects.
  • Files - Upload and manage client documents.
  • Financial Accounts - Track client financial information.

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File storage and management

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Connecting storage

Before you can upload files, you need to connect your storage provider:
1

Navigate to Settings > Integrations.

2

Find your storage provider (Google Drive, OneDrive, etc.) and click 'Connect.'

3

Follow the authentication process to connect your account.

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Uploading files

Once storage is connected, you can upload files to client records:
1

Navigate to the client's Records tab.

2

Open the Files section.

3

Click 'Link folder.'

4

Select the folder you want to link.

After you have linked a folder, you can add a new folder or file by clicking the New folder or New file icon next to the client’s linked folder. Click the 3 dot menu (⋯) in the top right of the file section to unlink the folder from the client record.

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Financial accounts

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Adding financial accounts

Track client financial information by adding accounts:
1

Navigate to the Accounts section in the Records tab.

2

Click '+ Add account' to create a new financial account.

3

Select the account type (checking, savings, investment, retirement, etc.).

4

Enter account details including institution, account number, and balance.

5

Click 'Submit' to add the account to the client record.

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Account management

For each account, you can track:
  • Account information - Institution, account number, account name, accounttype.
  • Balance information - Current balance and last updated date.
Account numbers and sensitive information are encrypted and stored securely.

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Projects and sequences

You can also view any projects or sequences that a client is enrolled in from the Records tab. Click on a project or sequence to view more details.