SOLUTIONS | KEY ACCOUNT MANAGEMENT | CLIENTFIT®
ClientFit User Tip
Update Client Risk Analysis Reminder
July 30, 2018
By simply reviewing and toggling responses on the client risk analysis page each week, the client risk score provides a fast, quantifiable measurement of your client health. It should be reviewed at least once per week in order to keep it current.
In ClientFit® 2.0, subscribe or adjust the reminder notification by clicking the arrow next to your login name in the upper right corner and selecting View Profile. Go to the Notification Subscription tab and ensure the box is checked for Email under the Weekly Reminder. You can even change the day and time of the reminder in the notification schedule!