{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/28fd1604660b4358816d5bb81b96231f\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/28fd1604660b4358816d5bb81b96231f-e30ed24ae9eca0c9.gif","duration":758,"title":"Understanding Clients and Contacts in Firm 360","description":"In this video, I explain the difference between clients and contacts within our Firm 360 system. Clients are the entities we serve, while contacts are the individuals associated with those clients. I walk you through how to add both clients and contacts, emphasizing the importance of avoiding duplicate contacts by selecting existing ones when possible. Additionally, I highlight how to manage client access to the client portal and the necessary information required for that access. Please take a moment to familiarize yourself with these processes and reach out to our support team if you have any questions."}