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

🤓Xplan Hint: Getting fancy with client search

Did you know about client search prefixes?

Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with the postcode “2000”, I can just use the prefix pcode in the Quick Search box:

This could be useful if you need to do specific searches; e.g. if you’re meeting a client and want to see who else is in the area, or if you received a missed call and need to search by the phone number.

Check out this handy Community guide on the full list of available prefixes.

client engagement
clients
xplan

1 Reply

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    4 months ago

    Awesome hint kenny.foo​ , but a missed opportunity to quote Liam Neeson in Taken (2008): "I will find you..."

    Nonetheless, a great addition to our community's "very particular set of [Xplan] skills" 😉 

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