Navigate Client360

Client360 offers a general search and inquiry view embedded in the main page, along with an information panel and an easy way to contact Mave, your virtual assistant. If you need to open an inquiry with client services, you can use the Inquiry dashboard to create new, view, or close inquiries in an intuitive dashboard view.

Select different areas of the screen in the following image to learn more about the different functions in Client360.

Field definitions

Home page

Return to the Client360 home page from anywhere.

Client

Your client name appears here. Multicontact clients can select the clients they want to see from this menu. See the Multiclient contact page regarding selecting clients to learn more.

Admin

Select to view Administration options. See the Administration pages to learn more.

Username

Update your user options. From here, you can view and update your profile or log out. See the Update your profile How to page to learn more.

Search for answers

Use the search bar to perform federated searches for Knowledge articles, videos, and documentation. See the Access Knowledge How to page to learn more.

Knowledge Base

Access the Knowledge Base landing page.

About Client360

Use the Explore Client360 to navigate to the help pages that you are currently reading.

New Inquiry

Create a new inquiry for one of your clients.

Inquiry

Communication with Fiserv regarding an issue. Synonymous with Case or Ticket.

Inquiry Dashboard

Find inquiries using the various categories and filters.

My Inquiries

Inquiries that you personally created or for whom you are the contact person.

All Inquiries

All inquiries related to the clients you selectedyour client.

Quick filter

Save your filter choices and switch between them using Quick filters.

Pending Action

Inquiries that require some information from you. See the Update an inquiry How to page to learn more.

Pending Close

Inquiries that a Fiserv associate has resolved and require your approval. See the Close an inquiry How to page to learn more.

Open

Inquiries on which a Fiserv associate is currently working.

Updated

Inquiries that have been updated in the last 7 days.

Recently Closed

Inquiries that have been closed in the last 90 days.

Total

All inquiries for the clients you selectedyour client.

Search for an inquiry

Search the active tab of the inquiry dashboard.

Filter

Filter the active tab of the inquiry dashboard.

Export

Export all inquiries from the active tab of the inquiry dashboard. This feature does not account for any search or filter information.

Inquiry card

A quick snapshot of the inquiry information. The inquiry card includes the:

• Inquiry number

• Short description

• Validation date

• Status

• Client

• Product

• Client defined field

• Assigned to person

• Created date

• Updated date

• Updated by person

Chat with Mave

Mave is our Artificial Intelligence (AI) program. She can answer your questions and help you find Knowledge articles and videos.

Quick Access menu

Client360 introduces a new way to quickly access your most frequently used functions.

Select this icon...	To view this from the Quick Access menu.
	Your relationship team
	Client references
	Publications
	Invoices
	Your product information
	Your reports