Tag: Client Center

Simpatico’s Client Designation Feature

Using Client Designations to Share Information Quickly Simpatico’s Client Designation features allows you to use system-provided icons to relay information about clients across your company in a subtle, easy-to-identify manner. At present, Simpatico offers the following Icons/Designations:   Users in a Supervisor role can set designations for Clients within the Client Center on the Detail..

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How to Register a New Client

New Client Registration The first step in the Simpatico process is to register your new Client. To do so, click on “Registration” in the Menu Navigation Bar.     Pending Registrations When the Registration page loads, any Pending Registrations that have previously been saved will show up on the Registrations screen. For more details on..

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