Use this open field to set the name for a page or widget that advisors see only in the client portal configuration tool. This allows you to create a more descriptive name for a widget that you only see in the configuration tool, while the display name shows clients a clean, user-friendly title.

For example, in the Configuration name field, you name a Net Worth widget NW with simple description to tell other users that that widget includes a basic definition of net worth. On the client side, however, you set theDisplay name to Net Worth so clients see the widget simply named Net Worth.

By default, the Configuration name is the type of page or widget.

Configuration names for pages and widgets can be a maximum of 64 characters.