Overview

Actions

Field Descriptions

• Professional
• Enterprise

Users of the Standard edition can add review records and use the score field as a more basic alternative to the Client Score module. See Reviews.

To…

Then…

Create a Client Score record

1. Access the Client Scores Create form using one of the following:
   • Click Firm > Client Score > Create Client Score from the Navigation menu.
   • Click Create New on the Client Scores List View.
2. Complete the Client Scores Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of client scores

Click FIrm > Client Score > View Client Scores.
The Client Scores List View displays.

Display the details for a client score

Click the contact name in the Client Scores List View.
The Client Scores Detail View displays.

Edit client score information

1. Access the Client Scores Edit View by doing one of the following:
   • Click Edit in the Client Scores Detail View.
   • Click the edit icon (pencil) associated with the Client Score record in the Client Scores List View.
2. Update the client score information. See Field Descriptions for information about each field.
3. Click Save to update the record.

Suppress one or more Client Score records

1. In the Client Scores List View, click the Selection box associated with the record(s) you want to suppress.
2. Click Suppress.
   A confirmation box displays.
3. Click OK.
   The records are suppressed.

You can also suppress a single Client Score record by clicking Suppress on the Client Scores Detail View.

Update information related to multiple client scores

1. In the Client Scores List View, click the Selection box associated with the records you want to update.
2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate client score information

Click Duplicate in the Client Scores Detail View. Duplication is a convenient way of creating a similar client score. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Export records

1. In the Client Scores List View, click the Selection box associated with the records you want to export.
2. Click Export in the dropdown and follow the instructions in Exporting data.

Client

Click the Client associated with this score on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter.

Assigned To

By default, the record is assigned to the creator of the Clients Score record. To change the name of the employee who is responsible for this Client Score record, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Score Date

On the Date Selector click the date this score was calculated.

Score*

Enter the total client score. This is a mandatory field.

Primary Client Profile

Rate regarding the client’s knowledge and level of communication.

Co-Client Profile

Rate the co-client’s knowledge and level of communication.

Portfolio Value

Rate the client’s portfolio value.

Ideal Client Match

Rate this client’s overall match to the firm’s ideal client.

Net Worth

Rate the client’s net worth.

Future Net Worth Potential

Rate the client’s future net worth growth potential.

Percent of AUM

Rate the client’s percentage of assets under management.

Future AUM Potential

Rate the client’s likelihood of increasing their percentage of assets under management.

Profitability

Rate the overall profitability of this client relationship.

Future Profitability Potential

Rate the future profitability of this client.

Referral History

Rate the client’s history of referrals.

Referral Potential

Rate the client’s likelihood of increased referrals.

Satisfaction Level

Rate the firm’s satisfaction level when servicing this client.

Hassle Factor

Rate the overall difficulty in servicing this client.

Length of Time with Firm

Rate the length of time this client has been with the firm.

Time Spent Servicing Client

Rate the overall amount of time it takes to service this client’s needs.

Client Age

Rate the age of the client with respect to the firm’s ideal client model.

Source of Client

Rate the marketing source of this client.

Influence Potential

Rate the client’s influence potential in the firm’s target market.

Outside Investments

Rate the client’s holdings of outside investments.

Description

Enter additional details about the Client Score.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Client Score click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.