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Homepage - Service Team



Here in your BerniePortal homepage, you’ll be able to perform day-to-day tasks and see overviews of client information. Different panels and sidebars contain pertinent information regarding client activity in BerniePortal. You’ll also be able to perform quick tasks.

 

Choose a Dashboard related item to learn more:

 




Information about client renewals



Performing tasks in your homepage




Birthday and work anniversary remindres


 

Or jump to one of this feature’s FAQs:

 

- How do I create and assign a task?

- How do I customize my homepage?

 

Return to Service Team help




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