Plan Accordingly with Activity Tracker:
The Activity Tracker is a powerful new feature designed to help financial advisors stay organized and on top of their daily agenda. With the Activity Tracker, users can easily manage their tasks, appointments, and action plans, ensuring that no important action items fall through the cracks.
The Activity Tracker provides financial advisors with a centralized hub or an activity board for managing their day-to-day activities, empowering them to enhance productivity and deliver exceptional service to their clients.
Key functionalities of the Activity Tracker:
Easily navigate, assign, and track tasks for yourself and your team members. You can filter by:
Owner:
Interaction Type:
Interaction Category:
How do you add or update your Interaction Types/Categories?
You can do it by accessing the Administration menu then clicking on the Settings menu
Then, you can click expand the Interactions menu, click on Type and the window will open the configuration menu where you will be able to add, edit or remove interaction types.
Schedule client meetings, calls, and follow-ups
You can do this directly in the Activity Tracker by clicking on the card. This card will open the dialog which will allow you to create a new interaction.
Receive timely reminders for upcoming tasks and appointments, helping you stay on track and meet deadlines.
Keep a comprehensive log of all your interactions with clients, including notes, emails, and calls. Navigate through the calendar weeks by clicking on the left arrow, this will take you back 3 weeks and the right arrow will take you 3 weeks ahead. Quickly get back to the current week by clicking on the “This Week” button.
- Activity Tracker - Allow moving the view of interactions and activities to next or previous three weeks
View details of Client Service cases
Open the associated case and view its details in the pop-up. From the pop-up; you can also edit the case and perform actions against it so you can enhance your workflow and service your customers.
Timeline is available in the pop-up for entry details
Any Contact List entry or Account pulled from the Activity Tracker now shows the Timeline in addition to the entry details. This tab allows you to review what has happened to the entry; and any notes and documents created for the entry so you can review the most recent activities related to that entry without leaving the module.