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:
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Information about client renewals |
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Performing tasks in your homepage
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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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