Skip to main content

Hidden elements in a client meeting

When you click the "Client meeting" icon, some menu entries and functions are hidden:

  • The "Clients" window becomes the singular "Client" workspace and opens the corresponding holder (client) view.
  • Global dashboards are no longer available.
  • Holder and portfolio dashboards cannot be edited.
  • Alerts are hidden.
  • In the "Search results" window, the search results for securities account objects are hidden.
  • In the "Management" window, the "Change password" function is hidden.
  • All threads are hidden that were not opened via the client meeting.
  • The history for the "Back" function is deleted.
  • The "Back" function of the browser is disabled for visited pages.


JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.