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Contact Overview: Dashboard

Your contact's Overview screen contains a Dashboard section for the contact. Below is an example of this section:

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Portfolio Value:  This will display the combined value of all open accounts for the client within your database (followed by a number in parenthesis indicating how many accounts are present).  Clicking the value will take you to the client's Accounts page.

Family Portfolio:  If you are in the Family Head's record, and they have linked Family members with accounts, the value of those accounts will be added to the client's Portfolio Value in this field.  If you are not in the Family Head's record, this will only reflect that record's Portfolio Value.

Next Review:  This will display the contact's Next Review Date, reflecting what you've entered in their Know Your Client section.

Retirement Date:  This will display the contact's Retirement Date, reflecting what you've entered in their Know Your Client section.

Tag Groups: Displayed here you will see any Tag Groups of which the contact is a member. Right-clicking a Tag Group here will present you with the options to remove the contact from the Tag Group or to view (on your Advanced Search page) all members of that Tag Group.

Seminars: This area displays any seminars to which the contact has been added as an attendee.

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