🤓Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.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 data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are logged in the audit trail, getting a clear picture of what is updated wasn't always easy. What's new? Upon completion of a fact find in Client Portal, a comparison report is generated and saved as a file note against the client. All data from the fact find is displayed and any changes are clearly highlighted. How do I activate it? No extra steps are required to configure or activate the comparison report, it is already live in Client Portal and available now. Simply follow the existing fact find process by setting the fact find status to 'Unlocked' and when the client submits their fact find, a file note is created with the comparison report attached. Got questions or feedback? We always welcome feedback on our products and if you wish to let us know your thoughts, or if you have any questions, please don't hesitate to post them below.🤓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.
