It is also possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number of benefits including:
1. You don’t need to start afresh with a brand new version of an existing client that you’ve already added to Genovo.
2. You can maintain any existing reports that you’ve already created for that client within Genovo.
3. Moving forward, you can then pull client and plan data straight from Xplan into any existing or new reports you create for that client.
To convert an existing client into an integrated client, You will in the first instance need to locate the client via the Client Library or Write / View Reports and click on the icon to edit the client. You will be directed to the Edit Client page where, as an integrated user, you will now notice an add data from crm button towards the top of the page.
On clicking this button the client search dialog box will open in the usual way. You can then use the search function within the dialog box to locate the corresponding client in Xplan and any results matching your search will be displayed below.
To import the client from Xplan, click the corresponding add client hyperlink to the right of their name, and the data will be automatically pulled from Xplan and overwrite any data previously saved in any integrated fields for that client record.
When you convert a non-integrated client into an integrated client only integrated fields will be overwritten - any data previously saved in any non-integrated fields will remain as is.
You can then edit any integrated fields and non-integrated fields as required. On clicking save, you’ll be returned to the main client page. You’ll notice that the client now appears in the Client Library with a small integration icon (plug) to the left of their name to indicate that they are now an integrated client.