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Questions & Answers and How-to

How to Link a Client to Their Power of Attorney (POA)
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Questions & Answers and How-to

How to Bulk Update Contacts How to Bulk Delete Keywords or Tag Not Receiving 2FA Authentication Texts from Insurance Carriers or Microsoft How to Remove(Deactivate) or Activate a User Q&A about TCPA Text Message Compliance In LeadCenter How to Disable receiving Daily Contact Update and Other Notifications I am not able to see an appointment in LeadCenter and connected Redtail Calendars Troubleshooting App Crashes on iPhone How to Integrate LeadJig with LeadCenter.AI? How to Embed a YouTube Video in LeadCenter Event Description Selecting All Users in Calendar Hang the Browser or Crash it How can I retarget event attendees based on their "event status" Capturing After-Hours Calls from Third-Party Call Centers How to Make an Email Private or Request Deletion How to Link a Client to Their Power of Attorney (POA) Why aren't my notes and tasks pushing to Redtail CRM? Personal vs Shared Notifications Do I have to add unsubscribe and postal address to each email template? Why Shortcodes Don't Populate in Test Emails How do I link a client to his wife if the client is also link to his parents I am getting the error message "User's under organization cannot be added here...." in Shared Notifications How to offer two time durations options in Bookmytime.ai Why appointment confirmation email is not being sent from my email? Clarification on "Invited" Status in Event Registration Workflow Issues with Viewing Confirmation Emails on Contact Cards Document upload issues - not receiving authentication code by email

How to Link a Client to Their Power of Attorney (POA)

To associate a POA (Power of Attorney) with a client contact, follow these steps:

Steps:

  1. Open the Contact Details Page:
    Navigate to the Contacts Dashboard and select the client’s contact record.
  2. Go to the "Know Your Client" Tab:
    In the Overview section, scroll down to the tabbed navigation area.
    Click on the “Know Your Client” tab.
  3. Add a Professional Contact:
    Scroll to the “Professional Contacts” card.
    Click “Add.”
  4. Select the POA Role:
    From the profession dropdown, select “Power of Attorney.”
  5. Link the POA Contact:
    Search for the contact you wish to assign as the POA.
    Click “Save.”

Once saved, the POA will be linked and visible under the client’s Professional Contacts section.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

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  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.