Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Iress ContributorThere are great documents/help files to set up a review process but there doesn't seem to be any other types of workflows (such as a new business workflow or new opportunity with tasks etc), is this something that will be added that could be used a a base template?
Hi Carolyn, thanks for posting your questions!
The Iress Learning Centre has some great micro learns that show some sample workflows for New Business and the Advice Process. Micro Learns are short and easy to follow.
Example New Business Process covers creating a Thread (workflow) for an example New Business Process and includes a sample flowchart of the process (and it’s only 7 minutes long)
There’s also a more extensive micro learn that goes for 21 minutes and has more detail around an Example New Client Process.
The Advice document process micro learn is also a great one to help start mapping out your own advice process.
I don’t believe there are any out-of-the-box workflows for NZ to use as a base just yet, but the above in conjunction with the general Case & Thread learning events are a great place to start.
Thank you I will check these out
- courtney.youngblutt
Great, thanks Carolyn. Let us know how you go!
