Client Card
Manage client information, streams, tags, households, documents, and activity tracking.
13 articles
- Comments in Hubly -Now with Auto-Save, Drafts & PublishIntroducing a powerful upgrade to one of the most critical features. Comments —now with Auto-Save, Drafts, and Publish functionality.
- A Digital Sticky-Note For Your Client CardThe pinned notes section lets you see important client information at a glance.
- Adding Quick Notes on Clients and Workflow TasksThe Comments section lets you jot down client notes which sync right into your CRM
- Tracking Meeting Dates And TypesLet the client card tell the full story and see the next/last meeting date at a glance.
- See What's In Progress And Plan What Comes NextToggle between active workflows, set up next steps, and schedule future reviews using the Workflows Overview section in a Client Card
- Stay On Top Of Client Tags And Keep Important Information Top Of MindUse Tags to keep record of important client attributes so that nothing slips through the cracks
- Track Client Service Needs At A GlanceStreams can be quickly added in a Client Card and are easy to keep up-to-date
- CRM Client Meeting Dates SyncSync meeting data from Redtail & Wealthbox with Hubly to automate workflows, track meetings, and gain client insights.
- Using workflows to create new copies of files/templates for clientsUse workflow attachments to create new copies of files for your clients.
- Storing Client Files In The Client CardUpload and store files as attachments in the client card in Hubly.
- Receiving Files From Your Clients Using The Upload PortalShareable, hassle-free upload links that let clients upload files directly to their client card in Hubly.