In Advice Designer, we resurface the Client(s), Partner and Related Entities profiles when creating a Review.
This allows users to review and edit client details during authoring. These changes can be synced back to Xplan to maintain a single source of truth.
💡Note: Advice Designer does not accommodate custom fields. Custom fields and custom options are different. A custom option within a standard field will seamlessly feed through to Advice Designer
How to add client data
Using the left-hand menu, navigate to the section you wish to add data to
Click on the Add button
Capture data
Click Create
💡Note: Fields with an asterisk are mandatory
How to edit client data
Using the left-hand menu, navigate to the section you wish to edit
Click on the Vertical Ellipse “⋮”, in line with the data entry
Click Edit
Click Save
How to remove client data
Using the left-hand menu, navigate to the section you wish to remove data from
Click on the Vertical Ellipse “⋮”, in line with the data entry
Click Delete
💡Important Note: Data deleted from Advice Designer client profiles, once exported back to Xplan, will not remove the data from the client's Xplan profile. Only Edits and Additions are synced
How to import data from Xplan
Click on the main authoring menu, Vertical Ellipse “⋮”
Select Import Fact Find Data
Confirm Client to be imported
Click Import
💡Note:
Data edited within Advice Designer that exists in Xplan will be appended
Data added within Advice Designer that was not exported to Xplan will not get appended
How to export data to Xplan
Click on the main authoring menu, Vertical Ellipse “⋮”
Select Export Fact Find Data
Confirm Xplan site to export to
Click Export
Click Close
How to include additional clients
Click on the main authoring menu, Vertical Ellipse “⋮” Main Authoring Menu
Select Edit Entity Selection
Within the pop-up window, adjust:
Who is this review for?
Include related entities?
Entities to includeClick Save