Once you've added Changes to Be Made for a client, the next step is staying on top of them. You can review all of a client's changes, filter by status, mark items as done, and clean up the list as things get completed. Everything happens on the client's Changes page — there's no separate dashboard for changes across clients.
Getting to the Changes page
From inside a client, click Overview in the left sidebar, then click into Changes to be made. This is the central hub for all of that client's changes, organized by section.
Filtering changes by status
At the top of the Changes page, you'll see three filter buttons:
All — Shows every change, whether it's done or not
Not Completed — Shows only the open items that still need attention
Completed — Shows only the items that have been checked off
Click any filter to narrow the list. This is especially helpful when you're prepping for a client meeting and want to focus on what's still outstanding, or when you want to review what's already been accomplished.
Marking a change as complete
To mark a change as done, click the checkbox next to it. The text will gray out to show it's been completed. That's it — no save button, no confirmation. It updates immediately.
If you check something off by mistake, just click the checkbox again to uncheck it. The change goes back to its original state.
Changes that are included in a client's Guide will also reflect the updated status. If a client has portal access and views their Guide, they'll see the change marked as complete.
Editing a change
Click directly on any change's text to edit the description. Your changes save automatically as you type. This is useful when a recommendation evolves — for example, updating "Open a Roth IRA" to "Open a Roth IRA at Schwab and set up $500/month automatic contribution" once the details are confirmed.
Reordering changes and sections
You can drag and drop to reorganize:
Individual changes — Hover over a change and grab the drag handle (the dots on the left side) to move it up or down within its section.
Entire sections — Grab the drag handle next to a section header to reorder sections on the page.
This lets you put the most important or time-sensitive items at the top.
Hiding and showing sections
If a section isn't relevant for a particular client, you can hide it. Hover over the section header and click the eye icon to hide it. Hidden sections won't clutter the view, but they're not deleted.
To bring hidden sections back, click the Show hidden button that appears at the top of the page when hidden sections exist. Hidden sections appear slightly faded so you can tell them apart.
Deleting a change
Hover over any change and click the trash icon on the right side to remove it. Deleted changes are gone permanently — they can't be recovered.
Reviewing changes across clients
There's no cross-client view for Changes to Be Made. Changes are managed per client, so you'll need to open each client's file and go to their Changes page to review their list. If you're doing a batch review across your book of business, the workflow is: go to Clients, open a client, check their Changes page, then move to the next one.
Tasks (a separate feature) do have a global view — you can see all tasks across clients from the Tasks page in the top navigation. But Changes to Be Made are always scoped to an individual client.
A typical review workflow
Here's how most advisors stay on top of changes:
Before a client meeting — Open the client, go to Changes, and filter to Not Completed to see what's still open.
During the meeting — Walk through open items with the client. Check off anything that's been completed. Edit descriptions if plans have changed.
After the meeting — Add any new changes that came up in the conversation. Reorder if priorities shifted.