Did you know you can use a task outcome to update fields in Xplan?Â
That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply complete the task and have it update the fields for you!
Imagine you have a process where every new prospect is asked to log in to the portal and complete some simple details about themselves - full name, date of birth, maybe employment details, outline their goals, and tell you a little about why they want to see you. You might even ask them to upload their latest super and insurance statement or sign an Authority to Access Information form so you can get the details.
There’s a lot of steps involved in that process… if you’re doing it manually.
But what if your task could do the heavy lifting for you? With a simple task outcome, you can update fields automatically. No extra clicks. No wasted time looking for the right field. No more doubling back to check if you actually did update it because you got distracted along the way!
- Email the prospect a Welcome Pack with information about you and your business, including a link to your FSG
- Update the FSG fields in Xplan to capture the date provided, version number and method of delivery for compliance
- Create the client portal access - the system then automatically sends the client the portal web address and user name while securely sending a SMS with their initial password
- Set the clients’ access level for secure messaging only
- Unlock the portal fact find and set the fact find type to Onboarding
See how:
Just like that. No manual updates needed. Check out the Workflow Starter Kit for lots of tips on how you can embrace automation.
What else would you have Xplan update for you automatically? Let me know!
