Client View is your centralised client intelligence hub — it brings together every meeting, upload, email, note, and auto-generated overview for each client in one place.
How do I add a client?
How do I add a client?
Click + New in the top-left corner and select New Client. Enter their email address — this is required for every record. If the client doesn't have an email, use a placeholder like [email protected]. For couples, either create one combined record (rename it "John and Jane Smith") or create two separate records and merge them.
How do I tag a client to a meeting?
How do I tag a client to a meeting?
Open the meeting, click the attendee icons at the top, click Add a Client, and search for the client. Tagging works retroactively — you can tag any past meeting at any time. If the client doesn't exist yet, create them on the Clients page first. Client tagging is done on the web app, not the mobile app.
A meeting isn't showing in a client's profile. Why?
A meeting isn't showing in a client's profile. Why?
The client hasn't been tagged to that meeting. Tag them to the meeting (see above) and it will appear in their profile once the meeting has been summarised. For mobile recordings, you must manually tag the client on the web app after the recording uploads.
How do I merge duplicate client records?
How do I merge duplicate client records?
Go to Clients, find the duplicate, click the three-dot menu, and select Merge Client. Search for the target record and confirm. All meetings, uploads, and emails from both records are combined into one profile. Merging is permanent and cannot be undone — verify both records before confirming.
Can I remove a client tag from a meeting?
Can I remove a client tag from a meeting?
It depends on how the tag was added. For calendar-sourced meetings (Teams, Zoom, Google Meet via your connected calendar): remove the person as an attendee from the original calendar invite in Outlook or Google Calendar and the change will sync through. For manually tagged meetings: open the meeting in Marloo and remove the tag directly.
What does the Client Overview show?
What does the Client Overview show?
The Client Overview is auto-generated and has four sections: a narrative Client Summary, a Cash Flow Table, a Net Assets Table, and a Timeline of all activity. It updates automatically when new data is added. You can't manually edit it — update the source data (transcript, notes, uploads) and it will regenerate.
Can I bulk upload my client list?
Can I bulk upload my client list?
Yes. Prepare an .xlsx file with columns for client name and email address. Go to Clients > Upload client list, select the file, and confirm. Note that each adviser uploads their own list — there's no central admin upload that flows through to all advisers automatically.
How do I hide non-client contacts from my client list?
How do I hide non-client contacts from my client list?
Hover over the contact, click the three-dot menu, and select Hide this person. To reduce non-clients appearing in the first place, use the personal events filter on the Meetings tab — click the filter icon and toggle off Personal Events. Hidden contacts can be restored from the filter > Show hidden clients.