The Dispatch

How to Quickly Determine if You are Viewing the Households, Clients or Account Level

For ease of navigation and orientation, the views within Freedom Advisors do not change much whether you are in the Household Directory, an individual Household, the Clients Directory, an individual Client, or an individual Account. So, you have to look for those labels to know what screen you are on. Once you do this a few times it will become second nature.

When in the Household view, the word Household appears upper left no matter if you are in the Household Directory where all Households appear on a list, or you are looking at an individual Household. Example screenshots of both are below.

When in the Clients view, the word Clients appears upper left no matter if you are in the Clients Directory where all Clients appear on a list. Example screenshot is below.

It’s a bit trickier when looking at an individual Client. Upper left does not begin with “Client of…” You have to look below the Client name to see “Client Advised by…” or look all the way to the right to see “Client Actions” as the name of the blue dropdown (when in Household view the dropdown is labeled Household Actions).

In the view below, although upper left does not include the Account label and instead looks just like it does for the Clients view, you can quickly see the view you are in is Account level because the word Account(s) is all over the screen, plus down below appears for the first and only time a lower navigation bar that is at the Account level.

Tip: The best level to be on to enter a service request is Account because then when you click on Service (on the lower navigation bar) and enter any service request (e.g. Raise Cash) the pop-up automatically has the Household and Account pre-filled so you do not have to search and enter this information.

We are here to help. If you need any assistance, contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.