Advisor360 Dashboard, Practice360 & Client360 search boxes
- Type in the exact household name or add "%" wild card with partial household name.
Practice360 - Household Tab - list all existing households for the advisor (and other advisors' for whom the user has proxy access for).
- Next to the Practice360 Group drop down - Filter icon - type in exact household name, or add "%" with partial household name to return a list of households containing the characters that was typed in for search.
Client360 - Search Page - if unsure about the household name, may search with
- Account Number
- Account or Client SSN / TIN
- Policy / Contract Number or Last Name
If unable to find the household
- Household may exist where advisor does not have access to (see "Household Sharing" article for advisors to share households)
- Household does not exist (see "Prospect / Client Onboarding" article to create household)