The clients you pull across from iO will be stored in the Client Library within Genovo.
If you’re subscribed to a multi-user Company Plan and Share Clients / Reports has been activated for you, it is also possible to save the client to another user’s Client Library within Genovo. This is particularly useful where a paraplanner is writing a report for an adviser for example.
You can import a client from the Client Library or Write / View Report pages in Genovo. Click on the relevant add client button and you’ll be directed to the add client page for the selected type of client (i.e. private, corporate or trust).
As an integrated user, you’ll notice an add data from crm button towards the top of the page. To import a client from iO (as opposed to entering the data manually) click the add data from CRM and a dialog box will open like so.
You can use the search function within the dialog box to locate a client and any results matching your search will be displayed below.
It's important to note that you are only able to access the same client data via the integration as you can when you log in to your own iO account. So if a client does not appear in your search results, please check your iO settings and privileges, and ensure you can view the client when you log in to your iO account in the first instance.
To import a particular client, click the add client hyperlink to the right of their name, and the data contained in any integrated fields (i.e. the ones marked up with a green border) will be automatically inserted into the add client page within Genovo. Having added a client from IO, you can then edit any integrated fields (should you need to), and complete any non-integrated fields as required.
You do not have to complete all of the client-related fields in Genovo, and there may be good reasons why you do not want or have to. If a field isn’t relevant or not needed, just leave it blank and it wont be included in the resultant 'Summary of Client Circumstances' table included in your report.
It's worth highlighting that the integration is only one way, so if you do make any changes to the client data in Genovo, this won’t sync back to iO.
On clicking save, you’ll be returned to the main client page. You’ll notice that the client has been added to the Selected Client(s) List in Write / View Report and Client Library and a small integration icon (plug) has been included to the left of the client’s name to indicate that they are an integrated client.