Xplan Customization Options
For Financial Planners the Xplan system is a powerful tool helping advisers reduce their administration stress and allow them to run their businesses more efficiently. Time involved in administering an effective XPLAN system and maintaining useful and up to date templates can overlap with your client contact time. Don’t let administration frustration control your business. In order to carry on the business smoothly it is imperative that the best tool and strategy is implemented which will make the work run efficiently.
There is one common agreement though, and that is that ‘you don’t know what you don’t know’ and the incorporation of Xplan into your business is only as good as your staffs’ Xplan knowledge. As a Financial Planning practice, your common goal is to spend time on the area that matters most, your clients, and not waste time on the areas you are not skilled in. Just like we might outsource to an Accountant, IT Specialist or Lawyer, outsourcing your Xplan Site Administration and Customization to a specialist team can resolve daily issues that may be taking up your time unnecessarily.
Sending emails to clients out of Xplan will automatically create a Note against the client record. However, if you do not use Xplan to send outgoing emails and use other systems e.g. Gmail, Thunderbird or other web-based email systems. You can simply CC the client’s Xplan email address to ensure it is added into the Xplan Document Library. To save time, add the Xplan email address into your email contact/address book with the client’s standard email address - this will save you time ensuring you don’t need to look-up the client’s entity id every time you wish to forward or send an email to Xplan.
Quicklinks can be customized for every user, depending on exactly what functions of Xplan you regularly accessibility. For example, if you find you spend a large amount of time in Tasks, then you want to ensure Tasks is one of your short-cuts. Quick links are accessed from the Dashboard, and take you directly to the area that you select e.g. Tasks. Your default Quicklinks will depend on what version of Xplan you are running. Please note that these Quicklinks are dependent on your licenses and capabilities. For example, if you do not have the license and capability to view portfolio data, your default list of Quicklinks will not include Security Positions.
If you have never looked at your Preferences menu, this is located above the Search box on the right side. It allows you to tailor areas like Diary, Tasks, Email Signature and Document Notes to suit your business practices. We recommend that you take a look at the settings available to you as one of these settings may just help you use Xplan more effectively. The Preference menu options you see will depend on the capabilities allowed by your Site Administrator. The Preference menu in Xplan allows you to tailor your user account and can make your daily use of Xplan more efficient.
As not every Xplan site is the same, the field to change a Client Entity Status is not always located in the same area. The most common areas to look for the Entity Status field are pages such as Personal Details, Marketing Details and Client Details. If you cannot locate this area on your Xplan site, speak to your Xplan Site Administrator or Xplan Account Executive. This field may even be hidden on your site and your Site Administrator will need to add this. Changing your clients Entity Status on Xplan is a simple way to begin cleansing your client data.
