In Release Recap: Client Site Enhancements, we reviewed the many Client Site updates that took place in the past year. We also discussed best practices for you to go over with your clients. These enhancements will streamline your clients’ responsibilities within the tool, and make managing their goals a more efficient process.
- How to manage the Client Website and its features
- How to update your clients’ website and Goals tabs
- Understanding the Goals tab
If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.