XPLAN Tips - Creating Client Group
Once you have created all of the additional related entities in Xplan, users want to be able to find and view all of these entities in a simple and quick manner. Xplan have created a great feature called Client Groups. Client Groups allow you to link to all associated entities to each other, which you can view as a Relationship Tree. The Relationship Tree also determines which entities your clients can see when they use Xplan Client Online Access. The Client Relationship Tree shows the entities they have direct relationships with. The Relationship Tree however doesn’t determine reporting or analysis for groups; this is determined by Client Groups.
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.
All users would find it helpful to show the Widget for all tasks assigned to them – assuming you use Tasks as part of your workflow management. This means once you log in, all of your tasks could be displayed on your dashboard for easy reference and access. Likewise, managers or advisors who are frequently assigning tasks to other team members, may also like to display a record of tasks they have assigned to others, so they can easily monitor them. Creating widgets is one of the best Xplan tips and is also very useful for the users.
The Recent Clients Widget can also be of benefit, as a lot of users find that once they are entering or editing data for a client, they are returning to that client several times over the coming days and weeks; this provides a useful shortcut. For those monitoring or managing System Data feeds, you may also find it helpful to have that snap shot each day of how many accounts are unmapped, or how many are out of balance. These are just a few of the fantastic Widget options that are available. Therefore it is quite useful to opt for the best Xplan tips and create widgets.
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.
Don’t forget that Xplan is a fabulous tool for your administration staff. They can use it to quickly create invoices, keep track of staff workloads, task the progress of new staff members and manage marketing campaigns for your next social function or seminar. These are but a few of the additional business management tools Xplan has to offer. So Xplan has Client & Business Management covered. This is why other software has not been able to keep up with the Xplan explosion. Therefore choose the best software and make your work hassle free.
0 comments:
Post a Comment