courtney.youngblutt
Iress Contributor
2 months ago🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity?
Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page for most of your every day activities.
Everything you need (most of the time), right at your fingertips in one location. Why would you work any other way?
- View advice team, client contact details, category, net worth and FUM.
- Jump straight into active opportunities, open cases or tasks to do.
- View all historical activities across notes, diary appointments, tasks and emails, including pinned notes at the top.
- Add quick notes, appointments and tasks or send a quick email straight from the hub. Or click through to add the activity in the full activity screens.
For more info, see the Client Hub: Overview in the Iress Community.