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Page Tile (Client Views)

Use the client view Service Team settings available under the Page Title tab to customize the display options for a particular service team role. You can show as many or as few items as you'd like.

When you hover over an item:

• indicates the item is currently hidden and is not visible to clients. These items have a gray background.

• indicates the item is currently visible and is available to be hidden. These items have a blue background.

By default, all items are set to be displayed when you create a service team page.

Roles will only display if they are assigned to the client view's Household, and only the available details will display. If you set a fax number to be included, but that field is blank on the advisor's My Profile page, the client will not see a row for fax number.

To customize what is shown or hidden:

1. In the Included Roles/Display Order list, click the role you want to edit.

2. Click Edit.

3. Click Click to hide on visible items you want to hide. Click Click to show to on hidden items you want to show.

   

4. To apply the settings to only this role, click Update. To apply the settings to all your selected roles, click Update to All Roles.

   

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals