- Samples and Favourites Overview
- File Notes
- In/Out of Scope
- Reason for Product Change - Investment/Superannuation
- Reason for Product Change - Insurance
- Objectives Addressed
- Disadvantages/Risks of Advice
Samples and Favourites Overview
While Client Manager has a myriad of functionality designed to create efficiencies for you, Samples and Favourites is one of the most powerful.
It is designed to allow you to reuse pre-configured text within a few clicks, across a variety of areas within Client Manager. This can be extremely useful for Scoping text in your Advice Document or to help summarise the minutes of a client meeting.
- Favourites are sections of text that have been created at an individual user level, whereas
- Samples are available practice-wide; Favourites can always be pushed to a Sample level should the need arise
A Dealer Level User/Site Administrator can review user level Favourites to edit, delete or push to a Sample to make this available for the rest of the practice.
File Notes
- Samples and Favourites can be included in any File Note, simply open a file note > scroll down > select on Samples or Favourites
- A new Favourite can be added by selecting on Add to Favourites
- File Note Samples/Favourites can be edited through Settings > Dealer Group Settings > File Note Samples
In/Out of Scope
- Samples and Favourites can be used to supplement auto-scoping text within the Advice Wizard
- Favourites can be created on the fly by select on Add to Favourites
- Existing Samples and Favourites can be utilised by select on Select from Samples or Select from Favourites
- Samples / Favourites prompted to Samples can be managed through Settings > Advice Wizard Settings > In/Out Scope Samples
Reason for Product Change - Investment/Superannuation
- Product Change Samples/Favourites can be accessed and used when writing recommendations within the Advice Wizard
- Favourites can be created on the fly by select on Add to Favourites
- Samples / Favourites prompted to Samples can be managed through Settings > Advice Wizard Settings > Reason for Product Change Samples
Reason for Product Change - Insurance
- Insurance Change Samples/Favourites can be accessed and used when writing Insurance recommendations within the Advice Wizard, select on Reason for Recommendations
- Favourites can be created on the fly by select on Add to Favourites
- Samples / Favourites prompted to Samples can be managed through Settings > Advice Wizard Settings > Sample Reasons for Insurance
Objectives Addressed
- Objective Addressed Samples and Favourites can be accessed inside the Advice Wizard
- An Objective must be marked as 'Addressed' through a tick box, before a user can then outline how their advice assists in meeting this Objective
- Samples / Favourites prompted to Samples can be managed through Settings > Advice Wizard Settings > Objectives Addressed Settings
Disadvantages/Risks of Advice
- Disadvantages of Advice are completed inside the Advice Wizard, and give the user a chance to outline potential risks or disadvantages to taking the advice
- Samples/Favourites that are relevant to the Scope of Advice will present themselves for selection
- Samples / Favourites prompted to Samples can be managed through Settings > Advice Wizard Settings > Disadvantages of Advice Samples
If you have any questions, please email our support team at cmsupport@openmarkets.com.au