There are times you would like to preview a client's data that would normally be viewable via a digital form, however you don't necessarily want to have to create a form to view. We now have the ability to view and edit the information in a form style through your client list.
This integration feature offers a convenient way to preview and edit data directly within the Partner portal. This capability streamlines the process of reviewing client information imported from Xplan, eliminating the need to generate additional Fact finds solely for data confirmation purposes.
To generate/preview/edit the financial information that has been completed, you can generate a comprehensive report to view the imported data. This report serves as a valuable resource for reviewing client data at any given time, ensuring accuracy and completeness before exporting to Xplan.
To generate the Preview/Edit Xplan Data report:
1. Navigate to Client in the Client list.
2. Click 'More Actions' and select 'Integration actions.'
3. Under integration actions, choose 'Xplan.'
4. Select the option for 'Preview and edit Xplan data.'
This report can be :
Downloaded as a PDF Report OR opened within an interactive form, allowing for easy navigation and analysis.
Opening the report as an interactive form allows you to make changes directly, and will update Client portal information seamlessly.
NOTE: It is highly recommended to generate this report and confirm all details before exporting to Xplan. This proactive approach ensures data accuracy and minimises errors, ultimately enhancing the efficiency of the integration process.