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There may be times
when a particular client may have specific
instructions for agents. Ascent has a
convenient way of allowing agents to view the
client files when the agent requires. On
the main account manager screen if there are
client instructions available on the account to
read the "Client" box will be highlighted in
green (See below).
As you can see
from the above example the "Client" box is
highlighted in green indicating there are
specific instructions or detail on this client.
To view the files simply double click in the
"Client" box. |