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Console tour
What each tab does and where to look first in the morning.
The console is one page with a tab for each register and each queue. The list below follows the sidebar order.
Tabs
| Tab | What it holds |
|---|---|
| Approvals | Everything waiting for a person: advice drafts to approve and file, client replies and fund notices to approve and send. See Approvals queue. |
| Intake | Meeting notes, photos and documents that have been received, with their extraction status, the review form, and the Draft and Commit actions. |
| Clients | The client register, with household, beneficiaries, consent and advisor. |
| Holdings and Policies | Investments and cover per client. These feed the fund movement check and the cover review. |
| RoA and FNA | The advice registers: every version of every Record of Advice and needs analysis, with the signed document upload panel. |
| Fund prices | The price series per fund, the import upload and the status of the last load. |
| Activity | The communications log: briefings, drafts, approvals, sends and rejections, newest first. |
| Users and Audit | Administrator only. Accounts, roles, scoping, sessions, and the log of every change. |
| Costs | Model spend per draft and per day. |
The morning routine
- Open Activity. On a Monday the cover review briefing is at the top; on any day, fund movement drafts from the overnight run appear here and in Approvals.
- Open Approvals. Approve, edit or reject each item. Nothing goes out until you do.
- Open Intake if anything arrived overnight from Telegram or WhatsApp.
Updated 2026-09-10. Questions: michael@tallify.co.za.