Client profiling - Record - Start page | Infront Advisory Solution

On the start page of the activity, you can see the basis data on the client appointment. You can find the following elements:

Element	Description
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.

Element	Description
Start*	Enter the date and time for the start of the activity. Use the calendar function to quickly select the date.
Duration	Select the estimated duration of the meeting. The following periods are available: up to 15 minutes about 30 minutes more than 45 minutes You can specify the duration of the meeting at a later stage just before the report is created.

Element

Description

Start*

Enter the date and time for the start of the activity.

Use the calendar function to quickly select the date.

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.

Element	Description
Participant*	Select the (main) participant in the drop-down list. You can select persons linked to the holder.
Further participants	To add further participants, click the "+" icon and select the corresponding persons from the drop-down list. To remove a participant, hover over the corresponding person and click the "-" icon that appears.

Element

Description

Participant*

Select the (main) participant in the drop-down list. You can select persons linked to the holder.

Further
participants

To add further participants, click the "+" icon and select the corresponding persons from the drop-down list.

To remove a participant, hover over the corresponding person and click the "-" icon that appears.