View Linked Clients

Prerequisite: You must be signed into MView as an Operator with “View Users” privilege
  1. Navigate to the Users menu.
  2. Click the “Show links” button (binoculars) for the User in question.

Display Links

  1. Click either the “Show Associations” button or the “Show ALL linked Clients”.
    • Show Associations - will display the links that have been made against each of the entities (Branches, Brokers, etc) Associations
    • Show ALL linked Clients - will display the Clients that are linked when all of the associations have been followed to find all the corresponding Clients. No duplication of Clients will exist, and a Client needs only to exist in one of the associations. Clients