lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
7 months ago

Want to know exactly what your client has updated in their digital fact find? Now you can!

Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...
client engagement
clients
practice management
technology
xplan
sharyn.evans8's avatar
sharyn.evans8
Active Interactor
6 months ago

Hi lachlan.fuller​ a great feature once a client has completed their client portal fact find would be to include the name of the fact find journey in the subject line and\or body of the email that the adviser receives & the subsequent file note in Xplan - we have setup 3 fact find journeys "Onboarding", "Risk Profile" and "Review" but it is not easy to identify when viewing file notes types which one was completed when. Can you add this as a development request? Hopefully it is just some simple coding in the email template.

 

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