Using Eligible
- How to get data from MIDAS
- How to extract data from Toolbox
- Need help or support?
- The ultimate goal
- What happens after you upload your data
- Status Tags
- The reporting feature explained
- Automated Toolbox completions (AR firms only)
- Suppression lists
- 2FA (for all Primis firms)
- How to extract data from 360.net – completions only
- Reporting for advisers
- Permission groups
- CC-ing in admins
- How to reassign brokers
- Client sign-up: How it works
- Receiving call requests from clients
- How to delete a client
- Exclusion lists
- New Consumer App Upgrade - Types of Call Requests for Consumers