{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c8c9a87871e04b8c8479d20f6f29c57f\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c8c9a87871e04b8c8479d20f6f29c57f-a255895862f23608.gif","duration":300.108,"title":"Managing Contacts within Perseptiv (Fiduciary)","description":"In this video, I’m excited to share the new contact management features within our system. We can now add a wider variety of contacts, including company members and other types, which enhances our ability to manage relationships effectively. I demonstrate how to add contacts, including their details like email and phone numbers, and how they can be tied to specific plans. Please take a moment to explore these features and consider how they can improve your workflow."}