Client & Portfolio Management

Client & Portfolio Management lets you view and manage clients (companies that place accounts) and their portfolios (groups of accounts).

Click to enlarge - Client list (top) and portfolio list (bottom) for the selected client

How to Access

1. Click the Administrator button (gear icon) in the top navigation bar
2. Select Company from the left sidebar
3. Click Clients & Portfolios

What You'll See

The screen shows two sections:

Clients Section (Top)

A list showing:

• Client - The company name
• Actions - Edit and Delete buttons

Portfolios Section (Bottom)

When you select a client, their portfolios appear showing:

• Name - Portfolio name
• Type of Debt - Category of debt
• # Accounts - Number of accounts in the portfolio
• Actions - Edit and Delete buttons

Working with Clients

Adding a New Client

1. Click the Add button (green button with plus icon)
2. A form opens with these fields:

Field	Description
Name	Company name (required)
Email	Client email address
Phone	Contact phone number
Contact Person	Primary contact name
Address	Street address
City	City name
State	State selection
Zip	ZIP code

3. Fill in the information
4. Click Save to create
5. Or click Cancel to close without saving

Editing a Client

1. Find the client in the list
2. Click the Edit button (pencil icon)
3. Update the information
4. Click Save

Deleting a Client

1. Find the client in the list
2. Click the Delete button (trash icon)
3. Confirm deletion

WARNING

Clients with portfolios containing accounts cannot be deleted. Remove all accounts first.

Viewing Client Portfolios

1. Click on a client row in the list
2. The Portfolios section updates to show that client's portfolios
3. Click a different client to see their portfolios

Working with Portfolios

Adding a Portfolio

1. First, select a client from the client list
2. Click the Add button in the portfolios section
3. A form opens with these fields:

Field	Description
Name	Portfolio name (required)
Type of Debt	Category of debt
Target Liquidation Rate	Goal percentage for collections
Comments	Additional notes

4. Fill in the information
5. Click Save to create
6. The portfolio appears in the list

Editing a Portfolio

1. Select the client first
2. Find the portfolio in the list
3. Click the Edit button (pencil icon)
4. Update information
5. Click Save

Deleting a Portfolio

1. Select the client first
2. Find the portfolio in the list
3. Click the Delete button (trash icon)
4. Confirm deletion

WARNING

Portfolios with accounts cannot be deleted. Remove all accounts first.

Common Tasks

Set Up a New Client with Portfolio

1. Click Add in the Clients section
2. Enter client information
3. Click Save
4. Select the new client from the list
5. Click Add in the Portfolios section
6. Enter portfolio details
7. Click Save

Troubleshooting

Can't See Portfolios?

• Make sure you selected a client first by clicking on their row
• Check if the client has any portfolios

Can't Delete Client or Portfolio?

• Portfolios with accounts cannot be deleted
• Clients with portfolios cannot be deleted
• Remove all accounts first, then delete portfolios, then delete client

What's Next

• Account Import - Import accounts into portfolios
• User Management - Create user accounts
• Audit Logs - Track changes