Client Management - Client Snapshot: Mindmap

Client Management - Client Snapshot: Mindmap

Mindmap Overview

The MindMap interface element is a graphical overview of the selected client’s data in Client Focus. Clicking on the MindMap data node bubbles enables you to view and capture the client’s information, including:

  • Assets and liabilities
  • Income and expenses
  • Superannuation and retirement income
  • Portfolio Account values
  • Insurance (existing, general and medical)
  • Dependants and related entities

What’s more, you are also able to merge your client’s MindMap. Learn how to use Mindmap to view and enter client data

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

Note: Your client’s Goals are recorded in custom fields on BTGL’s XPLAN site. Consequently, this information will not be displayed in the Goals data node.

 

How do I view and update a client's Mindmap

To view and update a client’s MindMap:

  1. Locate the master client’s (or entity’s) record in XPLAN.

  2. Go to Client MindMap

    Screen_Shot_2018-07-16_at_4.50.18_PM.png
  3. The client’s MindMap is displayed. There are two Layout options for display:

    • Radial: Data node bubbles surround the client bubble.

      Screen_Shot_2018-07-16_at_4.51.17_PM.png

    • Half Radial: Data node bubbles display to the right of the client bubble, and clicking a bubble opens additional bubbles to the right.

      Screen_Shot_2018-07-16_at_4.51.25_PM.png

  4. If data has been previously recorded for the client in Client Focus, the corresponding bubble will be displayed in blue:

    Screen_Shot_2018-07-16_at_4.52.26_PM.png

    Clicking on a blue bubble will display the recorded data:

    Screen_Shot_2018-07-16_at_4.52.31_PM.png

  5. Clicking for a bubble displays a widget for entering basic details without leaving Client MindMap.

  6. Click Save MindMap.

    • If you have not made any changes to the Client MindMap, you will still need to save it if you wish to merge it.

How do I merge a client's MindMap?

To merge a client’s MindMap:
  1. Locate the master client’s (or entity’s) record in your XPLAN CRM.
  2. Go to Client MindMap.
  3. Ensure the Client MindMap is displayed as required, e.g. the blue bubbles have been expanded to display the client’s recorded data.
    1. To save your changes, click Save MindMap.
  4. If you have not made any changes to the Client MindMap, you will still need to save it if you wish to merge it.
  5. To preview how the Client MindMap will be displayed when merged, click View MindMap Snapshot.
  6. Go to Merge Report.
  7. From the Report Category dropdown list, select BTGL - Reports & Forms:
  8. Select the Client MindMap by clicking on the arrow icon:

    Screen_Shot_2018-07-16_at_4.58.15_PM.png

  9. Click Execute.
  10. The Client MindMap will be merged in the background. Click Ok.
  11. When the client’s report has been merged, click  Screen_Shot_2018-07-11_at_10.39.59_AM.png to display the new system message.
  12. Click Download Report to download the merged Client MindMap.

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