Search Filters and Display - Key fields to know aboutFollow
Filtering in a View is quite easy, if you know what fields to look for!
We recommend you take the time to look through the list, but to assist we have provided a list of key fields you should know about when building a Filter.
|Key Firm Contact Name||Name||Use this to filter to only Groups belonging to a key firm contact.|
|Key Firm Contact Type||List||Use this with the Key Firm Contact Name to filter to where a specific person is a particular role.|
|Has Primary||True/False||Indicates if the Group has a Primary Contact set. Important for Marketing Lists.|
|Primary Contact...||Multiple fields||If the Group has a Primary Contact you can display the basic details in the View and/or use them to Filter.|
Indicates if the Group has been verified for data integrity.
You cannot publish a group until it is Verified.
|Total Fees (YTD)||$||
Total fees YTD from your fee Connectors (such as APS, MYOB and Xero)
|Total Revenue (YTD)||$||Total fees YTD from all revenue sources (accounting, commission, etc)|
Important that you consider this whenever building a list otherwise you may include or miss key Client records
|Is Primary||Indicates if the Client is a Primary Contact. Important that the Client has at Work and/or Home email|
|Work Email||Used for marketing lists.|
|Home Email||Used for marketing lists.|
There have been some fields added from Tax Returns relating to deductions. This can be mapped from APS upon request. Note that similar fields are not yet available to be mapped from MYOB at this stage, but is part of ongoing investigation.
|Other Deductions||$||This field can be made up of any value as defined by the below description|
|Other Deductions Description||Text||A free text field in APS that can be filtered for "Income Protection" "IP" or similar|
|Rental Income||$||Allows searching for mortgage broking and insurance opportunities|
|Dividends||$||Shows dividends from shares|
|Dividend Deductions||$||Shows any deductions in relation to these dividends|
|Interest Deduction||$||Allows searching for mortgage broking and insurance opportunities|
All of the above fields are also rolled up to the client with a set of fields from the "Latest" tax return that Xeppo is storing for the client, as well as from the previous ("Prev") tax return that Xeppo holds.
The lodgement date of the "Latest" tax return is stored in: "Client - Lodgement Date (Last Return)".
The lodgement date of the "Prev" tax return is stored in: "Client - Lodgement Date (Previous Return)".