View contacts with identical or edited bank accounts using the Assurance Dashboard

View contacts with the same bank account or edited bank accounts in the Assurance Dashboard Contacts tab. Only users who have the Adviser role can access the Assurance Dashboard.

Image of Assurance Dashboard Contacts tab.

To access the Assurance Dashboard Contacts tab, go to Adviser, then click Assurance Dashboard. Click Contacts.

View contacts with the same bank account

For contacts with the same bank account, the Assurance Dashboard displays:

  • Bank account number
  • List of contacts with that account number
  • Date edited
  • User name

You can click on a contact to view more details.

View contacts with edited bank accounts

For contacts with edited bank accounts, the Assurance Dashboard displays:

  • Contact name
  • Email address
  • Number of times edited
  • Date last edited
  • User name

You can click on a contact to view more details.