Action Manager
Documents generated by XMerge can have a unique system generated barcode inserted into the document. This barcode can be associated with one or more Actions. When a document that contains one of these barcodes is scanned and uploaded into XPLAN, it will automatically carry out any Actions associated with the document.
Further information on Action Manager here
Alerts Manager
While the name suggests that only a dealer group may use this feature, this unique exception reporting function can be an important tool for an adviser by notifying them of sales opportunities or monitoring portfolios for movement outside a set benchmark.
Further information on Alerts Manager here
Cases
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Further information on Cases here
Diary
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Further information on Diary here
Task
Tasks are used to represent outstanding and completed workflow in XPLAN. Tasks are an excellent way to ensure your business workflow continues to be completed on time.
Tasks can be individual, ad-hoc items to complete, or may form part of a workflow process Thread. Tasks can complete a variety of items automatically for you, such as, sending emails, creating file notes and merging documents, amongst other things.
Further information on Tasks here
Thread
A thread is a series of related tasks, designed to follow a certain process. Threads are used to help build business efficiencies and guide users through your business processes. Threads save time by automating certain processes such as merging templates, emailing and creating diary appointments.
Further information on Threads here
Time Tracking
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Further information on Time Tracking here
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