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Samples and Favourites

Michelle
  • Updated

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

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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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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