The dataset is only available for customization by Company Admins. Your account comes preloaded with a dataset optimized for you. The default elements of the dataset cannot be deleted but they can be hidden by changing their visibility.

The dataset allows you to customize what information is shown in the account profile. Like templates, it is divided into pages, groups and elements and each of them can be configured with low or high level security. The dataset editor is split into 3 main areas: 

  1. Header - Here you will see the title of the current page you’re editing and you will be able to access the page toolbar.
  2. Page sidebar - Located on the right of the screen, the page sidebar lets you navigate between pages, reorder them, and create new pages.
  3. Main content - Here you can see and edit the contents of the current active page.

Dataset pages

Your dataset is divided into pages. Each page can have several elements organized by groups. Each page can collect data for an individual, or for the entire household. When collecting data for the individual, the page will be duplicated in accounts that have client and co-client. A page can have high or low security level. Based on this level, the contents of the page will be available to be connected to template elements of the same or lower level.

To add a new page, click the “new page” button located at the bottom of the page sidebar.

To update a page, click the “edit” button located on the top right corner of the header. 

To remove a page, click the “remove” button located on the top right corner of the header. 

**Please note that default pages cannot be removed, instead, you are able to update their visibility and hide them from the profile.  

To duplicate a page, click the “duplicate” button located on the top right corner of the header.

Dataset groups

Each page may have multiple groups. A group allows you to organize the template elements in a cohesive manner.

To add a new group, scroll down to the bottom of the page and click the “new group” button.

To update a group, place the mouse over it and click the “edit” button that appears on the right of the group.  To duplicate a group, place the mouse over it and click the “duplicate” button located on the right of the group.

To remove a group, place the mouse over it and click the “remove” button located on the right of the group.

Default groups can’t be removed, instead, you can hide them by updating the visibility.

Add more button

In some situations, you may want to collect several instances of the same information. To achieve this, enable the “add more button” option in the desired group. When this option is enabled, an “Add more” button will be placed at the bottom right of the group that, when clicked, will add a new empty row with all the elements of the group.

Common examples of groups that require an “add more” button are “Family members”, “Insurance Policies”, “Bank accounts”, “Loans”, and any other types of information that your client or prospect may have more than one of.


*Note: The editor is a powerful, advanced tool.  It will take some technical knowledge (and definitely patience) to understand it.  If you need help along the way, we are happy to point you to Knowledge Base articles and to provide quick responses.  We also can make ourselves available for web training/help via our consulting services offering (chat with us to find out more). 

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