FAQs
A list of the most commonly asked questions by Trail users
By Angel and 6 others7 authors27 articles
- Merging Profiles and Contacts
- Separating Clients in Trail
- How to send multiple Fact Find invitation links within one profile
- How to Bulk Re-Assign Profiles
- Tagging a client as 'deceased'
- How to change a Business Profile to a Personal Profile
- How to do a Quickform on your client's behalf
- Represent & Track Construction Loans in Trail
- Logging into Trail with 2 Factor-Authentication (2FA)
- Creating a test client account
- How do I connect my email integration if I am not with Gmail/Outlook?
- Understanding your Product Dashboard
- How Can I Get a List of the Mortgage Commission I've Received?
- How to Tag your Profiles as Mortgage Only Clients
- What Is Considered as Compliance Evidencing?
- How to use Activity Automations
- Additional Key Mortgage Data Points
- How Do I Add All Participants to Email Templates?
- How to Reconnect Your Email Integration
- How to Use the Date of Birth (DOB) Picker?
- Updating KiwiSaver Recommendations: Improved Returns, Fees, and SOA Flow-Through
- KAN Adviser Bulletin and FAQ