Home > SmartVault Dashboard > SmartVault Dashboard How-To Guides > Create Client Engagements in Bulk from the Portal

Create Client Engagements in Bulk from the Portal

Table of contents

Overview

Applies to both tax and accounting plans

 

Using the Dashboard, you can add new engagements to 50 clients at a time. The client list in the Dashboard displays 50 clients per page, and you can select all clients or any combination of each 50 clients displayed at a time to add various engagements.

Steps

  1. Sign in the the Client Portal.
  2. Right click on your account and select View Dashboard.
  3. Click on Clients.

    CP_Dashboard_Clients.png
     
  4. To select all clients on a page, click checkbox icon on the menu bar.

    CP_Dashboard_Select_All_Clients.png
     
  5. To select only specific clients, click checkbox icon on each specific client.

    CP_Dashboard_Select_Some_Clients.png
     
  6. When you've selected the appropriate clients, click Create new engagements.

    CP_Dashboard_Select_All_Clients_Add_Engagements.png
     
  7. On the next screen, first select the type of engagement to add to these clients.

    CP_Dashboard_Create_Engagements_Type.png
     
  8. Then, select the year, or other frequency (quarterly, monthly), if applicable, for these engagements.

    CP_Dashboard_Create_Engagements_Period.png
     
  9. Click Save engagement.

    CP_Dashboard_Save_Engagement.png
     
  10. A window opens to verify that each client receives this new engagement.

    CP_Dashboard_Engagements_Created.png
     
  11. Use the navigational menu at the bottom of the client list to continue to the next 50 clients in your SmartVault account.

    CP_Dashboard_Next_Page.png
     
  12. Repeat the process for each additional page of clients.
You must to post a comment.
Last modified
15:17, 5 Oct 2015

Tags

Classifications

This page has no classifications.