Forum Discussion
zita.white
Iress Team
Iress TeamAMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!
Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm.
With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
Can you direct me to the process for updating fields in Xplan relating to Updating FSG Version numbers when we do a bulk client email of the FSG
zita.whiteIress Team
Iress TeamHi darrylgunther4, sure! You can update the FSG details for individual clients using the FSG element, usually located on the FSG page. Depending on the Xplan site you use, this is often found within the Admin or Compliance menus. For detailed instructions, refer to this video in the Iress Community.
To update FSG details in bulk, you can use the "Modify All" functionality. This allows you to mass modify data for a selected list of clients. Follow these steps:
- Use the Advanced Search functionality to refine your list of clients.
- Run the "Modify All" functionality on the selected client list.
Important things to note:
- The "Modify All" functionality is powerful and irreversible, so please proceed with caution. For more information and instructions, refer to the Iress Community links:
- Depending on your Xplan site and user capabilities, you might need to contact your site administrator for assistance with running these bulk updates.
If you need to add additional FSG Version numbers to the field, this can be done by editing the Field Definition in the interface. This task must be completed by your Xplan site administrator. If you are the site administrator, instructions on how to edit field definitions is available here.
Hi Zita,
I'm not sure if this is your area, if not could you please share this with the relevant team as I also would love to see the functionality to bulk update FSG dates/versions etc in bulk automatically when you send an email.
As a site administrator, Modify All (as you said) is a powerful function and as such we do not provide access to all users as there is no undo button. As a result, practices will often send out FSG in bulk then rely on site administrators to bulk update the fields on their behalf. We rely on using the same search criteria the client used to send the emails and this runs the risk of updating fields incorrectly if we have not used the same criteria. By having a function where it is automated based on when an email is sent would reduce this risk.
I would like to see it work much the same as tasks. When you complete a task, the outcome can update fields in tasks. For the bulk emails, it would be great to have the same function to update fields so only those that were sent the email are updated.
Administrative tasks are very time consuming within practices, having this functionality would not only help with compliance requirements, but add huge time saving efficiencies in processes moving it from a two step approach (1. send emails and 2. bulk update fields) to an all in one step process.
Thanks- zita.white
Hi jaclyn.bazin4, FSG and tasks fall under CRM, so they're within my area of responsibility. I've noted each of your feedback items for consideration in future initiatives, where they align with the roadmap. Thank you for providing your insight.
Hi Zita, Thank you.
Related Discussions
Recent Discussions
