This release includes the following major new features and improvements: Project tracking within the Activities App "Other Email" field Major improvements to Opex Consulting's Auto FDS App Updates to the Net Worth App Please review the attached release notes and mail-out for further i...
Mid-APRIL Release 2018
This release includes the following major new features: Email & Calendar Integration Create a Client directly within Xeppo Display tags from data within your source system data as a System Tag Please review the attached release notes and mail-out for further information.
This release contains many improvements and fixes. Please review the attached release notes for details on each item and please contact email@example.com if you have any issues or queries. Key items include: More accurate Group naming based on your field priorities Inactive clients are easi...
Early-FEBRUARY 2018 Release
Key items in this release include Data Sync (beta), Automated Rules (Net Worth and Sales App) and Opex Consulting's Auto FDS App. Please review the release email for a quick summary of the updates. This release also contains various improvements and fixes as detailed in the attached release notes.
Key items in this release include retaining inactive Clients (just the client record), addition of Key Firm Contact filters in the Activities, Sales and Documents Apps and notifications within the Sales App. This release also contains various improvements and fixes as detailed in the attached rel...
This release includes multiple improvements and fixes, including major changes to our overnight data processing. This will allow Xeppo to handle the upcoming scale of data as we continue to grow.
This release includes a new Documents App, Dashboards added as a tab within the Client and Group screens, as well as various bug fixes. Note that on the Client details page, the list of associated connectors is now displayed within a drop down. Due to the increasing number of connectors in each p...
This release includes the Net Worth App, a function to Merge Xeppo Codes and several back-end security updates. Please contact support if you wish to find out more about how the Net Worth app can be used within your business to improve your client offering. We will be in touch with some additiona...
This release includes Notifications related to Activities as well as various fixes and improvements. Please provide your thoughts on how the Notifications function while be begin to expand this to other items within the system.
This release brings the new Activities App, allowing tracking of activity against Groups and Clients. Please see the attached release notes for further information.
This article provides you a list of essential articles that you should read if you are new to Xeppo. Welcome (first look) video Searching Group Page Overview Client Page Overview Dashboards Client Status Primary Contacts Views - Introduction Sales App Introduction Marketing App Introduction Tag...
Automated Rules (Sales App)
The Automated Rules feature in the Sales App allows you to build automated rules (using client views) which will generate Potential Opportunity records on a continual basis, ensuring you maximise the new business opportunities sitting untapped within your Practice. Watch the following video to se...
Activities and Tasks
The Activities area of the Sales App has been expanded to allow creation of Calls, Meetings, Tasks and Emails, against Leads or Opportunities, in addition to Notes. There is now an Activities option in the menu bar in the Sales App: Search Activities This will take you to the Activities search s...
Projects is a part of the Activities App. You will need CRM licensing to use this feature. Projects at this point is in "beta" phase as we want to get your feedback. Projects as a result is only presently accessible directly within the Activities App. Overview Projects allows you t...
Overview of Moneysoft App
What's in this article? Overview What is Moneysoft? Extended reach of financial accounts Moneysoft vs Moneysoft Lite Moneysoft Connector vs Moneysoft App Overview Xeppo now supports the ability to integrate the core capabilities of Moneysoft within the Xeppo environment. The key benefit is that...
Connecting Moneysoft accounts to your Xeppo portal (Client Friendly)
This article outlines how you can add and maintain Moneysoft Accounts via your Xeppo Client login. This video is designed to be something you can send to the client... To allow your clients to view this video you can either embed the video on your web site or send them them a link directly t...