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 20-February-2025.

• Label a comment as sensitive in real time. When commenting on an inquiry, you can now check a box to indicate that the comment is of a sensitive nature. Client360 then automatically masks the comment when you submit it. Previously, there was no way to initially label a comment as sensitive.

• Email notifications for changing inquiry contact. When someone updates the Contact Name on an inquiry, either in InquiryPoint or Client360, the new contact, as well as anyone on the inquiry's watchlist, receives an email notification indicating that they are now the point of contact. This helps client contacts keep track of their inquiries even more closely. Previously, the contacts would have to go into the Inquiry Dashboard to see these inquiries.