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  1. MiiiA Support
  2. D365 FinServices
  3. Dashboards

◐ ADVISER DASHBOARD

A collection of the most important things to you need as an Adviser to get the MiiiA job done.

Tip

We recommend Advisers set this as your default dashboard. For steps please see the Set A Default Dashboard article

Buttons Explained

My Prospects
Keep track of your Prospects. Lists of your CONTACTS where Classification = Prospect
 
Add a Prospect
Create a new CONTACT, with Classification = Prospect
 
Activity Maintenance
Update your Appointments. Complete the Activity Fields, and Overdue Outcomes
 
My Open File Notes
Complete your Open File Notes
 
My Open Tasks
Monitor your Open Tasks
 
Files In Progress
See your client’s FILES as they progress
 
My Call Cards
Use your existing Call Cards
 

 

 

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