Client profiling - Record - Start page
On the start page of the activity, you can see the basis data on the client appointment. You can find the following elements:
Basis data
Element | Description |
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Subject | Enter a subject to help you find the activity again later. |
Holder | Shows the name of the holder as seen in the Explorer of Infront Portfolio Manager. It does not need to be identical to the holder's actual name. |
Advisor* | Assign the advisor responsible for the holder by using the drop-down list. The advisors that can be selected are specified in the settings of Infront Portfolio Manager. |
Time
Element | Description |
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Start* | Enter the date and time for the start of the activity. |
Duration | Select the estimated duration of the meeting. The following periods are available:
You can specify the duration of the meeting at a later stage just before the report is created.
|
Participants
Element | Description |
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Participant* | Select the (main) participant in the drop-down list. You can select persons linked to the holder. |
Further |