Marloo

How a client profile is put together and what each tab holds - opening a client, the Overview, Data, Tasks, Meetings, Notes, Files, Emails, Documents, Slides and Forms tabs, asking…

How Client View works in Marloo

Short answers about Client View - adding a client, merging duplicates, a client with two email addresses, bulk upload, hiding non-clients, tagging a client to a meeting, removing a tag,…

Client View FAQ

What to check when something you expected on a client hasn't appeared - a file stuck at "Not yet analysed" or "Processing failed", a missing meeting, an empty or out-of-date…

A file, meeting or insight is missing from a client

The difference between a private and a shared client, how to make a client private or public, who can see a private client, who is recorded as advising them, and…

Control who can see a client

How to sort, tag, filter and favourite your client list, why contacts you never added appear in it, and how to mark someone as "not a client" so they drop…

Manage your client list

How to set up your firm's shared library of fillable PDF forms and have Marloo complete one for a client from their meetings, files, notes, emails and your team profiles.

Fill a client form with Marloo

How to add a client yourself, set up an SMSF, build a household with client groups, merge two records that are the same person, split one record that holds two…

Create, group, merge or split client records

How to get documents onto a client and find them again - what to upload, requesting files from the client, searching, sorting by name or date, and how files behave…

Upload, find and organise files on a client

What the auto-generated Overview tab shows - the written summary, members and groups, the default insight widgets, how to customise them from the Widget Library, where each figure came from,…

The Overview tab: summary and widgets

How to import an existing client book into Marloo from one .xlsx file - the file format and size limit, which columns Marloo reads, who should upload it, the steps,…

Bulk upload your client list

Jessica Zhan

Client View

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