I have created several products in the library. But when I click add clients, nothing appears. Why? : my-insurer and wellnex

I have created several products in the library. But when I click add clients, nothing appears. Why? Print

Created by: Regine Lai

Modified on: Mon, 11 Feb, 2019 at 2:36 PM

You must first have client existing before you can add any to the template. To add a client, please access "Portfolio Overview" > "Clients" > "Create new account".

Regine is the author of this solution article.

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I have created several products in the library. But when I click add clients, nothing appears. Why? Print

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