Marloo

How to get the most out of utilising ‘Clients’ view

Understanding Clients View

Quick answers to the most common questions about managing clients, tagging, merging records, and using Client View in Marloo.

Client View — FAQ

How to make the best out of the overview section on a client profile

Client Overview

Upload your firm's forms once and let Marloo fill them out automatically using client meeting notes, files, and adviser details.

Forms Feature

How to create ad-hoc clients, create client groups (households), add people to client groups, and how the merge function now works.

Creating clients and client groups

Sorting, tagging, filtering, favouriting clients, and marking someone as "not a client".

Managing your client list

Improved file search and the new sort/filter options - date uploaded, effective date, and name.

Searching and filtering files

How to use Split to break a single client record that holds more than one email address into a group, with a separate member for each person.

Splitting a client

The client Overview tab — the narrative summary, the default widgets and what each shows, how they're calculated, and when they update.

The Overview tab: summary and widgets

Recording who advises a client, including multiple advisers, plus a note on Pods coming soon.

Assigning advisers ("Advised by")

Jack Allington

Navyaa Sharma

Liam McGuire

Client View

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