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The Key
The Key
Help and training materials to help get the most from The Key.
18 articles in this collection
Written by
Marketing
and
Product Owner
Release Notes
The Key: Release Notes v6.5.22 (May 22)
Details of changes included in v6.5.22 update of The Key
Written by
Product Owner
Updated yesterday
The Key: Release Notes v6.5 (Oct 21)
Details of changes that have been made in version 6.5 of The Key.
Written by
Marketing
Updated over a week ago
The Key: Release Notes V6.4 (Jun 21)
Changes and features that have been introduced in version of 6.4 of The Key
Written by
Marketing
Updated over a week ago
Help and Training
The Key: Building an ad-hoc report
Help building ad-hoc reports in The Key
Written by
Marketing
Updated over a week ago
The Key: Admin Menu
A guide on getting to various admin functionalities within The Key
Written by
Marketing
Updated over a week ago
The Key: Configuring Lists
How to configure many of the lists within The Key
Written by
Marketing
Updated over a week ago
The Key: Editing the Reasons Why Letter Wizard
Help and guidance on creating a bespoke letter with the Reasons Why Letter wizard
Written by
Marketing
Updated over a week ago
The Key: Template Letters
This guide explains how to create templated letters, emails or texts for The Key.
Written by
Marketing
Updated over a week ago
The Key: Configuring the Reasons Why Letter Generator
This guide takes you step-by-step through configuring your Reasons Why Letter generator
Written by
Marketing
Updated over a week ago
The Key: Setting up the Key Client Portal
This guide will look at creating the Key Client Portal Web Pages
Written by
Marketing
Updated over a week ago
The Key: Closing the Client Sale Record
How to close the client sale record following completion of product sale(s)
Written by
Marketing
Updated over a week ago
The Key: Managing Online Functionality
A guide to managing The Key's online functionality
Written by
Marketing
Updated over a week ago
The Key: Create a Product Record via a Third Party Integration
A guide on how to create a new product record through third party integrations
Written by
Marketing
Updated over a week ago
The Key: Creating a New Client
This guide focuses on the Client function within The Key
Written by
Marketing
Updated over a week ago
The Key: Creating a New Lead
A step-by-step guide to help you create a new lead within The Key
Written by
Marketing
Updated over a week ago
The Key: Splitting Advice Between Multiple Advisers
How to cater for cases where a client requires advice for more than one product requiring separate advisers
Written by
Marketing
Updated over a week ago
The Key: Installation Guide
How to install and register The Key.
Written by
Marketing
Updated over a week ago
Videos
The Key v6: Help and Training Videos
You can find all the help and training videos relating to The Key v6 in this article.
Written by
Marketing
Updated over a week ago