Upon clicking on a client name the client file is displayed. Navigation within the client file is broken down by the:
System Messages
To the right of the client list, on the Dashboard screen, there are some System Messages which provide you with important information about the management of your clients.
Clicking on a specific message will take you to the list of clients affected by that System Message.
A System Message will remain visible until it has been actioned.
The list of System Messages for your business is up to date when you log in. The list does not automatically update as you address any particular message. To refresh the System Messages after you have actioned any item within the List, click the blue REFRESH button directly below the list.