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kenny.foo
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4 months ago

8th May AMA: I'm Kenny Foo, Xplan implementations expert, Ask Me Anything!

Are client reviews coming around too quickly? Is work piling up quicker than you can get to it? Then workflows may just be what you need!  Have questions like these?: Where do I start with desi...
xplan
kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
4 months ago

The most straightforward solution I can think of is to:

  1. Flag clients with SMAs – you could use fields like Client Category, Marketing and Interests, Newsletters, whatever makes sense for your practice.
  2. Use Scheduler to kick off your review workflows by searching for the flagged clients with SMAs. You can find more info in this blog.

 

If anyone else on here have other ideas, I’d be keen to hear it!

susie.vincent's avatar
susie.vincent
Valued Supporter
4 months ago

Thanks Kenny.  I probably wasn't clear in my initial explanation.  The issue isn't how can we do it but how can we access a data point that exists in Xplan but is not available to search on.  

  • kenny.foo's avatar
    kenny.foo
    Icon for Iress Contributor rankIress Contributor
    4 months ago

    Hi susie.vincent​, I see what you mean. Speaking with the product manager, the feedback is that the search capability was out of scope in the initial build due to its complexity, but they are aware of the need and are currently capturing feedback. So please keep a lookout for this as an enhancement item down the track. In the meantime, you can provide any specific feedback via the Service Desk tile in Iress Connect.

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