How to send and receive a client update starting from Brio

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Watch the walkthrough

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What you’ll build

• Sends an update form to an individual client directly from their Brio client file
• Invites the client (with reminders, where appropriate) to verify, complete, or correct their information through a questionnaire
• Imports the response back into Brio, letting you choose field by field which new values to keep

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Send a client-update form

1

Open the client in Brio

Go to Brio and search for the client you want to send a client-file update form to.

2

Open Messages

Once you are on the client file, click the two arrows — Messages / Berichten.

3

Start a new form

Click envoyer une nouvelle demande / nieuw aanvraag versturen.

4

Check the recipient

You will see the contact details of the person the update form will be sent to. Confirm they are correct before sending.

5

Send the form

Click envoyer demande / aanvraag versturen.Your client then receives an invitation — and reminders, where appropriate — inviting them to complete a questionnaire to verify, complete, or modify their client information.

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Integrate the client’s response

1

Open Messages in Brio

Go to Brio and click the two arrows — Messages / Berichten.

2

Open incoming responses

Click traiter la / les réponse(s) entrante(s) / binnengekomen antwoord(en) behandelen. You will then see all the responses that have come in.

3

Select a response

Click the response you want to integrate.

4

Compare and choose what to import

You will see a page with the original Brio values on the left and the new values submitted through the update form on the right. Select the responses you want to import — and leave out the ones you don’t.

5

Save

Click enregistrer / opslaan to write the selected values back into the Brio client file.

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You’re done

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What’s next?