XPLAN Implementation Guide - Client Management: Modify All - Clients

XPLAN Implementation Guide - Client Management: Modify All - Clients

Modify all Clients Overview 

Select the clients you wish to modify either by using search functions to generate a list or by ticking the check boxes next to specific clients listed. The list of clients can be prepared one of two ways depending on your objective.

Screen_Shot_2018-05-08_at_10.45.15_AM.png

  1. To modify your entire client list, select List in the top right hand side of your screen.
  2. You can also create a custom client list based on certain criteria by using your 'Advanced' search function in the top right hand side of the screen. For example, you might want to search for clients within an age range, salary range etc.

Once you have created your list and selected the relevant clients from the search result, from the navigation panel select Functions > Modify All.

Screen_Shot_2018-05-08_at_10.54.31_AM.png

CAUTION: Have you tested this on your test clients. If not, please complete this first.

 

Modify All Functions

  • Add/Remove Service Benchmarks

    Learn how to modify the Service Benchmark for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Add/Remove from a Group

    Learn how to modify the Group for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Cash Match

    Learn how to apply the Cash Match portfolios feature to multiple clients portfolios.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Change X to Y 

    Learn how to change the parameters for clients using Modify All.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Change Adviser

    Learn how to change the adviser for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Change Category To

    Learn how to change the clients Category for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Change Responsible Entity

    Learn how to change the Review Responsible Entity for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Delete Clients

    Learn how to delete multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Lock/Unlock File Notes

    Learn how to Lock and Unlock Document Notes for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Modify Client Access 

    Learn how to modify Client  Online Access visibility for related entities for multiple clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Modify Portfolio

    Learn how to modify multiple clients portfolio details.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Refresh Autoset for Client

    Learn how to use the Refresh Autoset Modify All function to set the Adviser Role type for clients.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)

  • Update Xero Contacts

    Learn how to update Xero Contact details for multiple clients using Modify All.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 24, 2018)
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