Client Management - Team of Adviser
Team of Adviser Overview
The Allocated Advice Team panel (at Key Details > Advice Services) details the various advisers and roles allocated to the client. When setting up a new client, all roles will be allocated by default to the selected Client Adviser :
To save time in editing the Allocated Advice Team, you can pre-set (or AutoSet ) one or more of the Allocated Advice Team roles allocated to a new client based on the Client Adviser selected. For example, when Adviser_02 is selected as the Client Adviser for a new client, Adviser_11 is automatically allocated to the role of Secondary Adviser:
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Notes
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How to pre-set Allocated Advice Teams
- To pre-set the Allocated Advice Team for an Adviser in your Practice:
- Go to XPLAN > User Functions > Administer Users:
- Select the Adviser’s name from the search results (by clicking on the hyperlink):
- In the User Menu, go to Key Details > AutoSet for client:
- A list of any existing pre-sets will be displayed in the AutoSet panel. Click Add:
- In the Auto Set Field page:
- From the Field dropdown list, select the required Advice Team role.
- In the Value field, search for the Adviser or user to be pre-set for the selected
- From the Field dropdown list, select the required Advice Team role.
- Advice Team role.
- Repeat Steps 4 and 5 to pre-set other Advice Team roles, as required.
- Click Save.
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