What's New

Client360 is our self-service portal. We think you’re going to love these updates. Feel free to explore this page to learn more about the changes.

New features with this release

The following changes went into effect on 10-November-2024.

Edit Contact Name within inquiries. All associates can now edit the Contact Name within an inquiry. Previously, only a Client360 administrator could make this change. Due to this enhancement, whenever an inquiry contact changes for any reason, any user who is available can update the Inquiry Details to reflect this. This saves time over having to wait for a Client360 administrator to make the change.

Releases occur every month. The next release is scheduled for 23-January-2025 at 9PM EST.

Release dates are subject to change. We also schedule monthly maintenance windows on the second Sunday of each month, beginning at 9p.m. ET resulting in approximately 90 minutes of downtime.

If you are experiencing a Client360 issue, please open a Client360 inquiry.

If you cannot sign in to Client360, contact the Client360 Admin at your organization.