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Changing Client Name in SmartVault

Overview

Every now and then, you will come across a client who has changed their name. In SmartVault, you have the ability to update or change the name of a client at any given time throughout the Online Portal. 

Steps

  1. Sign in to the client portal.
  2. Right click on the globe and click “View Dashboard”
     


 

  1. Click on the Clients icon.
  2. Search by last name of the client you wish to change or navigate to the client.
  3. Click on the i in the top right corner.

 

 

  1. Once the client opens, you will click on the Pencil icon in the top left corner.

 

 

  1. Make the adjustments by editing the First Name, Middle Name, or Last Name, and click on the Save icon in the top left corner.
     


 

  1. Once saved, return to the client portal at https://my.smartvault.com to Redistribute Clients (This will redistribute and reorder your client list in alphabetical order.)
     
  2. Right Click on the Clients vault and click on Redistribute Clients.
     


 

  1. Click on Submit Redistribute Request
     

Submit_Redistribute_Request.PNG

 

Considerations

This is what was achieved and what was omitted in this how-to.

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Last modified
15:53, 29 Apr 2016

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