đ¤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 â2000â, 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 youâre 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 portal hacks
Insights show that advice firms that communicate more frequently (generally once a month) with their âa-listâ clients are more profitable than the average advice firm. Available through Xplan, Client Portal offers a better way to connect and communicate securely with your clients.
