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--- client_settings [2025/09/18 18:29] – tina.robles
+++ client_settings [2025/09/18 19:08] (current) – tina.robles
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 There are 8 different areas to manage the Client Settings.  Remember click Save after making changes!
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+**Open Items Management System**
+Client Request Tracking & Account Management Enhancement
+A comprehensive open items tracking system has been implemented to centralize and monitor all outstanding client requests and initiatives. This system serves as the authoritative source for client engagement activities and supports strategic account management operations.
+**Centralized Request Management**
+  * Comprehensive Tracking: All outstanding client requests are systematically catalogued and monitored within a unified interface
+  * Historical Documentation: Complete audit trail of request lifecycle from initiation to resolution
+  * Cross-Functional Visibility: Enables organization-wide transparency of client engagement activities
+**Progress Monitoring & Updates**
+  * Real-Time Status Tracking: Continuous monitoring of progress updates for each open item
+  * Milestone Documentation: Systematic recording of key developments and status changes
+  * Accountability Framework: Clear ownership and responsibility assignment for all tracked items
+**Client Communication Support**
+  * PowerPoint Integration: Direct data source for client call presentations and executive reporting
+  * Meeting Preparation: Streamlined preparation process for client engagement sessions
+  * Professional Documentation: Consistent formatting and presentation of client-facing materials
+**Account Management Optimization**
+  * Complete Visibility: Ensures all Account Manager initiatives are properly documented and tracked
+  * Resource Allocation: Facilitates informed decision-making regarding resource deployment
+  * Performance Metrics: Enables measurement of response times and resolution effectiveness
+**Administrative Access Requirements**
+  * Role-Based Permissions: Access to the Open Items List requires administrative privileges within user role configuration
+  * Security Compliance: Ensures sensitive client information is accessible only to authorized personnel
+  * Data Governance: Maintains appropriate access controls while enabling operational efficiency
+**Enhanced Client Service**
+  * Proactive Management: Systematic tracking prevents items from being overlooked or delayed
+  * Improved Response Times: Centralized visibility enables faster issue identification and resolution
+  * Client Satisfaction: Demonstrates organizational commitment to addressing client needs
+**Internal Process Improvements**
+  * Workflow Standardization: Consistent approach to request management across all client accounts
+  * Communication Enhancement: Improved coordination between Account Managers and support teams
+  * Strategic Planning: Data-driven insights for account strategy development and resource planning
+**Implementation Notes**
+  * Access Verification: Users requiring access should confirm administrative permissions are properly configured within their role settings
+  * Training Resources: Comprehensive documentation and training materials available for authorized users
+  * Support Channels: Dedicated support available for system navigation and functionality questions
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 **Added visibility in Admin to some of the backend client settings**
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