Features
   

 

 
client-Assyst - overview client-Assyst - database content client-Assyst - searching and extracting client-Assyst - exporting and mailshots client-Assyst - reporting client-Assyst - case and commissions tracking client-Assyst - investment management client-Assyst - networks and remote working client-Assyst - data load and database conversion
client-Assyst - diary client-Assyst - documents

Diary


client-Assyst has a number of places where you can record reminders or follow-up dates:

  • any number of appointments / reminders for a client
  • a client annual review
  • case (policy / investment / mortgage) review dates
  • 'action' dates, for pending business
  • plus, birthdates for clients, partners, dependants

The diary feature consolidates all of those 'reminders' to produce a display / printout showing what is due in the next 7 days, next month or whatever period you wish to define.

This can be produced for your complete client list, for a single consultant within your business, and you can select or de-select which types of dates you want to be reminded about.