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courtney.youngblutt
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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.

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