Client Management - Client Searching: Quick Search
Quick Search Overview
The purpose of this guide is to provide you with instructions on how to perform a Quick Search in XPLAN.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)
XPLAN stores client data within a powerful database, which allows for much flexibility accessing client details. Using the Quick Search criteria, client lists can be easily generated.
Quick Search
Quick Search is accessible on the application menu in all pages with XPLAN. By default it searches for client entities, however it can also be used to find other entities by:
- In the Search box on the application menu, click the icon, then select the entity type you want to search for from the menu. Quick search can search for the following entities:
- In the Search box, type the search criteria, then press Enter.
Client Search Prefixes
When searching for Clients, by default the entered search term is used to search for clients by name. Prefixes allows searching across alternative parts of the client file.
- In the Search box on the application menu, enter the relevant Prefix, followed by the search criteria.
- Hit Enter on your keyboard.
You can use the following prefixes to search client details:
|
Search item |
Prefix |
Example |
|
Client Unique ID |
No prefix |
2963 will find the client that has the unique ID "2963". |
|
Telephone Number |
tel: ph: t: |
tel:03 will find all telephone numbers containing "03" |
|
Postcode |
pcode: |
pcode:3000 will find all clients with "3000" postcode |
|
Street Address |
add: a: |
add:Collins will find all clients with "Collins" in their street details |
|
Suburb |
sub: s: |
sub:melb will find all suburbs containing "melb" |
|
|
em: e: |
em:iress will find all email addresses containing "iress" |
|
Business Partner |
business_partner: |
Returns all entities that have the searched entity as a Business Partner. Searching is by Entity ID. For example, if Frank Black is a business partner of the Test Partnership, searching business_partner:[Frank Black's Entity ID] will return Test Partnership. |
|
Client Online Access Username |
coa: |
coa:123456 will return the client with 123456 as their Client Online Access username |
|
IOS |
ios: |
ios:xxx to search for clients whose linked IOS account code contains "xxx". |
|
IPS External Account |
ips: |
ips:xxx to search for clients whose System Datafeed IPS External Account contains "xxx". |
|
Client Focus Account |
cfa: |
cfa:xxx to search for clients whose System Datafeed Client Focus Account contains "xxx". |
|
External ID |
exid: |
exid:123456 to search for clients whose [Key Details] External Identifier field is 123456 |
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