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Client & Contact Migration Guide
Client & Contact Migration Guide
Client & Contact Migration Guide

About the Course

The time to migrate to our Client & Contact structure is now! This course is here to help you and your team get familiar with what’s coming. Feel free to explore the content now so you’re fully prepped and ready to go. 

Course Categories

Client Management
Course Progress
Not started
Enroll
Course Outline
  1. Read First!
    1. Welcome to the Client & Contact Migration Course!
  2. Get to Know the new Client & Contact Structure
    1. Benefits of the new Client & Contact Structure
    2. Client & Contact Structure Video
    3. Client vs. Contact vs. Client Group
    4. The Client Record Video
    5. Client Record Comparison
    6. Updated Add a Client Process
    7. Updated Client List
    8. New Feature: The Contact List
    9. Additional Changes
  3. Migration Preparation
    1. How to Prepare for the Migration
    2. Choose a Client Name Convention
    3. Tidy Your Data
    4. Review your Current and Inactive Clients
    5. Review Client Portal Invites
  4. Migration Preview Tool
    1. Access the Preview Tool
    2. Preview Tool Overview
  5. Migration Settings
    1. Selecting Settings
    2. Linked individual Client Settings
    3. Client Name Settings
    4. Client Facing Name Settings
  6. Migration Process
    1. What to Expect
    2. Begin Migration Preparation
    3. Finalize Your Settings
    4. Start Migrating
    5. Check your Migrated Data
  7. Post Migration Tips and Resources
    1. Data Clean Up Tips & Tricks
    2. Merge Duplicate Contacts
    3. Create Client Groups
    4. Checklist
course
Client & Contact Migration Guide
Client & Contact Migration Guide
Course Progress
Not started
Enroll

About the Course

The time to migrate to our Client & Contact structure is now! This course is here to help you and your team get familiar with what’s coming. Feel free to explore the content now so you’re fully prepped and ready to go. 

Course Outline
  1. Read First!
    1. Welcome to the Client & Contact Migration Course!
  2. Get to Know the new Client & Contact Structure
    1. Benefits of the new Client & Contact Structure
    2. Client & Contact Structure Video
    3. Client vs. Contact vs. Client Group
    4. The Client Record Video
    5. Client Record Comparison
    6. Updated Add a Client Process
    7. Updated Client List
    8. New Feature: The Contact List
    9. Additional Changes
  3. Migration Preparation
    1. How to Prepare for the Migration
    2. Choose a Client Name Convention
    3. Tidy Your Data
    4. Review your Current and Inactive Clients
    5. Review Client Portal Invites
  4. Migration Preview Tool
    1. Access the Preview Tool
    2. Preview Tool Overview
  5. Migration Settings
    1. Selecting Settings
    2. Linked individual Client Settings
    3. Client Name Settings
    4. Client Facing Name Settings
  6. Migration Process
    1. What to Expect
    2. Begin Migration Preparation
    3. Finalize Your Settings
    4. Start Migrating
    5. Check your Migrated Data
  7. Post Migration Tips and Resources
    1. Data Clean Up Tips & Tricks
    2. Merge Duplicate Contacts
    3. Create Client Groups
    4. Checklist

Course Categories

Client Management