Can I create a list of clients and their holdings by adviser?
Last Modified on 12/02/2018 11:17 am GMT
Select Admin from the Main Menu and then Marketing > Wizards: Below the heading I want to create my own found set, select the hyperlink Search holdings records...: This will start the Marketing campaign wizard and will bring up a list of all records. Hold down the Ctrl + F keys to create a new found set. This will clear all the fields and give you a 'blank canvas'.
Enter the adviser's reference in the appropriate field and hit the enter/return key:
A list of Clients and related Holdings will be returned for the Adviser Reference entered. To create a marketing wizard campaign based on these Clients, continue through the remaining steps 2-4 at the top of the screen.