Advisor360 - Dynamic Group

Dynamic Groups

• Created & used in Practice360 tabs (ex. Households / People / Accounts / Insurance / CRM activities)
• Maybe used with Practice level reports or with 1-Click review
• Based on selected filter options and can be saved as a report template
• Based on current data on system and the report generated is subject to change
• Example: Monthly birthday list, active Married A client living in NY, upcoming review or touch point within next 2 weeks, etc.

Create and save Dynamic Group

• In Practice360 – open up one of the tabs – next to Practice360 group dropdown, click on the filter icon and select from the filter options, then hit Apply
• Click on the save (floppy) icon next to Practic360 Group dropdown, type in a name under Create a new group, select viewable by and hit Save
• Select the group from the Practice360 Group dropdown to run it next time

Remove and edit Dynamic Group

• Select the group from the Practice360 Group dropdown, click on the pencil icon to edit name or permissions, hit Save
• To delete the group, click on the red X icon, hit delete
• To edit the group, click on the filter icon, make changes to the selected filters and hit Save, then click on the save (floppy) icon to save it as a new group or replace an existing group, hit Save

Resources

• Practice360 Groups & Column View recording  /  Practice360 Groups & Column View presentation