The Key

Help and training materials to help get the most from The Key.

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16 articles in this collection
Written by Lindsay Brownless
Help and Training

The Key: Building an ad-hoc report

Help building ad-hoc reports in The Key
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Written by Lindsay Brownless
Updated over a week ago

The Key: Admin Menu

A guide on getting to various admin functionalities within The Key
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Written by Lindsay Brownless
Updated over a week ago

The Key: Configuring Lists

How to configure many of the lists within The Key
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
Updated over a week ago

The Key: Template Letters

This guide explains how to create templated letters, emails or texts for The Key.
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
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)
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Written by Lindsay Brownless
Updated over a week ago

The Key: Managing Online Functionality

A guide to managing The Key's online functionality
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
Updated over a week ago

The Key: Creating a New Client

This guide focuses on the Client function within The Key
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
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
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Written by Lindsay Brownless
Updated over a week ago

The Key: Installation Guide

How to install and register The Key.
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Written by Lindsay Brownless
Updated over a week ago