Key Relationships - Overview and Navigation

Key Relationships - Overview and Navigation

Key Relationships Overview and Navigation

This lesson will give you an understanding of how to manage Key Relationships for your practice.
XPLAN allows you to maintain electronic records for your Key Business Relationships.
There are five main areas:

  1. Suppliers
  2. Referrers
  3. Professional Advisers
  4. Group Insurance Plan
  5. Corporate Super

The information you can store in XPLAN are contact details - phone and email, address details and notes. The notes sec on allows you to store notes just like your clients, so you will always have a record of any contact to, from or about your Key Business Relationships. You might consider making some of this information private through the visibility op on in XPLAN - particularly the supplier information related to running the practice as there may be some sensitive financial information in the notes.

By using XPLAN to store email addresses for your Key Business Relationships, it enables you to send emails from XPLAN. When you receive emails from your Key Relationships in Outlook, you can move them into XPLAN - in the same way you can for clients. These will be stored as a permanent note on XPLAN so you will not have to worry about your inbox getting full and needing to delete emails to free up space in Outlook. 

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