{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c0b46fd0fe884251a30129a94ba7ecad\" 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/c0b46fd0fe884251a30129a94ba7ecad-7a7d07fa4873a811.gif","duration":255.994,"title":"Manually Assigning Accomplishments to a Client","description":"In this video, I walk you through how to manage accomplishments effectively, whether through automated tasks or manual entry. I explain that when you complete tasks, the associated accomplishment text is automatically added to the client's record, but you can also add accomplishments manually if you prefer. I demonstrate how to categorize and track these accomplishments, emphasizing their importance in showcasing the value we provide to our clients. At the end, I highlight how to generate an accomplishments report for any given year. Please take the time to review the process and ensure you are utilizing these features to their fullest potential."}