Hilo – Client Portal Workshop 1/29/2019
Aloha, Thank you for attending the HIR, HIS Client Portal workshop! We hope it makes interacting with your clients just a little bit easier. Included is a detailed recap of our session and a couple of other tips we might not have had time to cover. Section 1a – Adding a Prospect Search to a Client Portal Section 1b –Sending search results to a Client Portal Section 1c – Tips Section 2a – Accessing the Portal Admin Section 2b – Accessing the Portal Admin – Portal Preferences Section 2c – Tips Section 3a – Your Default Branding Section 3b – Your Default Notification … Continued