edward.wilmoth's avatar
edward.wilmoth
Valued Supporter
7 months ago

Xplan Case Benchmarks - Outcome of task

Hi, we have set up our case benchmarks but not all of them can be automated or we have chosen not to automate some and require the adviser/paraplanner/admin/compliance staff member to go and link cer...
xplan
edward.wilmoth's avatar
edward.wilmoth
Valued Supporter
7 months ago

But does this just take the user to the list of cases for that client or actually into the case the thread is linked to?

courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
4 months ago

edward.wilmoth​ - I'm so sorry, I'm not sure how I missed this. Better late than never....

You are right (as I'm sure you've already discovered) my suggestion will take the user to the list of cases for that client - they still need to open it and link the benchmarks. The list will only show open cases though, so it is easy to identify which case still has benchmarks open.

 

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