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We are here to help you every step of the way. This guide is designed to help you understand how each setting in the Update process will impact your Clients and Contacts in the new structure.
Heads-up!
Only admins can complete the update process for your firm. If you want to learn more about the changes made after the update check our Knowledge Base!
To access the update tool preview:
Select Clients
At the bottom in the New Client and Contact Structure Preview box select Learn More
Please Note: Right now you can only preview the update process. We want to make sure this process is seamless for you and your firm so will we let you know when you can begin the update process!