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The Advice Options & Reasons Library

Video: An overview of the Advice Options & Reasons Library
This video walks you through how you can use the Advice Options and Reasons library to manage and customise the selectable options included in the steps of ...
Tue, 10 Nov, 2020 at 3:05 PM
What is the Advice Options & Reasons Library?
The Advice Options and Reasons Library allows you to manage and customise the selectable / tickable options you'll find in the steps of the various Wiz...
Thu, 30 Jan, 2020 at 12:36 PM
How do I add a custom Advice Option or Advice Reason to a step?
There are two ways you can add a custom Advice Option (AO) or Advice Reason (AR) to a step of a section wizard. 1. Via the Advice Options & Reasons ...
Thu, 30 Jan, 2020 at 12:40 PM
How do I add an Advice Reason to an Advice Option?
To add an Advice Reason (AR) to an Advice Option AO, click the view advice reasons link corresponding to the AO you wish to add the AR to.  As an exampl...
Fri, 7 Sep, 2018 at 2:01 PM
How do I hide an Advice Option or Advice Reason?
To hide an Advice Option or Advice Reason and thus remove it from the list of selectable  step go to customisation>advice options & reasons library. ...
Thu, 30 Jan, 2020 at 12:42 PM
How do I share an existing custom Advice Option or Advice Reason?
Administrators of Company or Group Plans can share their Advice Options (AO) and Advice Reasons (AR) with other account users or linked accounts via their A...
Fri, 7 Sep, 2018 at 1:55 PM
Why can't I edit an Advice Option or Advice Reason in my library?
You can only edit Advice Options and Advice Reasons belonging to you or the organisation to which you belong (assuming you have the necessary admin privilege...
Thu, 16 Aug, 2018 at 12:17 PM
How do I set up my account so the advice reasons in certain steps are preselected?
A suitability report should always be personalised to the client, and assuming you do not wish to fall foul of the regulator you should never rely on a bunc...
Tue, 11 Dec, 2018 at 11:01 AM
Can I hide certain product types to reflect my advice service?
Yes. You can customise which product types are included within the product drop down menu of the Plan Summary step of the review and recommendation sections...
Fri, 7 Sep, 2018 at 1:54 PM