Tracking companies

How to start using the Client Portfolio?

If you are not a Lursoft user:

1. Open the Free demo link.
2. Get acquainted with use conditions and create a Demo access to Lursoft.lv by logging in with Latvian internet banking access.
3. Press the Login button in klientuportfelis.lv and log in as a Lursoft.lv user. You will be redirected to klientuportfelis.lv and you will get a Demo connection.

If you are a Lursoft user:

1. Press the Login button.
2. Log in as a Lursoft.lv user and press the "Login" button. You will be redirected to klientuportfelis.lv and you will get a Demo connection.

How to create lists?

1. Press the ‘New list’ button.
2. Enter the name of the list.
3. Choose the type of the list.
4. Enter a description or a comment (not required).
5. Click on the new list.
6. Add companies to it by searching them in the company registry or by importing them from an XLS file.

How to track changes?

1. In the new list, press the ‘Add the service’ button.
2. Enter the e-mail address to which you wish to receive the change notifications.
3. Specify how often you would like to receive the notifications and at what date you wish to start to.
4. Select the events you are interested in and confirm your choice.

View the tracked events

How to stop receiving monitoring notifications?

1. If you want to save the list, but no longer want to receive monitoring email messages, then you need to fill in the End date in the Monitoring settings.
2. If the list is no longer needed, then in the Portfolios list, delete the list and click the “Delete” button.