Related Articles
Activating Monitoring Events on Existing Clients
Activating Legacy Client Monitoring Events A major step in the onboarding process is processing and uploading existing, legacy clients into the Aguardion platform. The majority of this work will be done by members are the Aguardion team. This article ...
Creating, Managing & Concluding a Monitoring Event
NOTE: many of the images in this document haven't been updated to include some of the latest system changes, but still serve as useful illustrations for the purpose of this document. Please keep this in mind when consulting the images. Video ...
Custom Note Types
Aguardion Custom Note Types Custom Note Types are Admin-configurable only. To configure Custom Note Types - an admin user will need to expand the Administration tab and select 'Manage Note Types'. On this screen, users will be able to add, delete, ...
How do I Change a Clients Location?
Client location is set during the creation of the Client itself and doesn't impact the Monitoring Event process- Agencies are not limited by location settings. Note that users might have location-based permissions setup. Client Location can be ...
New Reports Feature Release- January, 2020
Hello! The following new/updated reports & features went live in the Aguardion system today. Accounts Receivables Report - This new report gives a screenshot view of current client balances, including bad debt, unpaid invoices, and pool balances. ...