The process for documenting notes for clients is:
Login to Zoho
Go to the Clients Tab
Filter the Clients by My Clients
Find the Client you are working with by searching his name or looking for it on the My Clients page
Once in the Clients profile Click on the Pencil under either Internal Notes or External Notes
Internal Notes: Internal Notes are for Advisors to see (ONLY IMPRUVU ADMINS AND ADVISORS CAN SEE THESE NOTES) - This is a good spot to put information you need but do not want anyone else to see. For example:
- If you instruct a client to setup specific bank accounts you can put what accounts they got set up here
- Funding result numbers to be placed in the results tab
- If they have any current business credit cards
- General personal notes that will help you when working with the client and keep you organized
External Notes: External Notes are for our Funding Automation Partners to see (EVERYONE CAN SEE THESE NOTES) - This is where you are REQUIRED to update your notes on weekly basis as this is the only way for our Partners to know what is going on with the clients assigned to their business.
