In the Group management overview screen you are able to perform a number of group actions such as:

❄Deleting the group

❄Editing the group members

❄Refreshing members in a dynamic group

❄Emailing the group as well a number of additional bulk actions

 Figure 3.2.10.2

Create a client group without entering criteria in the Client pivot section

1.Click “Add”

2.Enter name and description

3.Click edit symbol

 Figure 3.2.10.2.1 step 1-3

4.Click “Add” to add the clients required or

5.“Remove” to remove

6.Click “OK”

Bulk emailing client group

1.Click mail icon next to selected group

2.Select from the templates available under email templates and attach files if required

3.To send the email to your client group, confirm the verification code to ensure you avoid accidentally bulk emailing your client group

4.Click “Prepare email”

 

Bulk actions

To perform bulk actions on a group, select from the options available in the Overview screen.

Bulk changes

To make bulk changes to risk profiles, segmentation's, advisers or offices for group members, click “Bulk changes” in the group management overview menu.

Bulk change due dates

To change review, opt-in or disclosure dates for group members, click “Bulk change due dates“.

Bulk opt-in management  

To manage how your opt-in clients were notified of their opt-in along with any comments for group members, click “Bulk opt-in management”.

Bulk create file notes

To create bulk file notes for all members in a group of clients, click “Bulk create file notes”.

Bulk create FDS

To bulk produce FDS documents for members of a group, click “Bulk create FDS”.

 

Bulk letter templates

Bulk letter templates can be created and uploaded to AdviceOS, populating any information from the reverse fact find that you wish to include in the letter. You can include information such as assets and liabilities along with cash flow and other entities.

The Draft Midwinter template available under the Midwinter letter templates includes some of the available pre-configured codes that will be populated from the reverse fact find. For convenience, you are able to download and make changes to this template and cut and paste any additional codes as required for your letter template.

Information on the codes available can be found under Midwinter Letter template.

More information on uploading templates can be found in the User admin> templates section of this document.

Creating bulk documents

1.Select group

2.Select required template

3.Select folder you wish the document to be save in for each individual client in the group

4.Click “Create Bulk Documents” and choose Word or PDF format

5.Confirm Verification code

6.Click “OK”

You are now able to access the documents under client records for each client in the group.

 

Bulk FSG and privacy policy update

To bulk update the FSG and privacy policy for members of a group, click “Bulk FSG and privacy policy update”.