Embedded Files
Dashboard
Dashboard
How to use and customise your widgets
How to use and customise your widgets
You can select the widgets you want to see and remove the ones you don't, and you can resize them so they fit exactly how and where you want them.
Dashboard Widgets
Dashboard Widgets
Have you utilized your Dashboard in the CRM before?
Using the Pipeline Widget
Using the Pipeline Widget
Are you making the most out of your Dashboard?
Using the Goal Track Widgets
Using the Goal Track Widgets
Are you making the most out of your Dashboard?
Using API Stats Widgets
Using API Stats Widgets
Are you making the most out of your Dashboard?
More on Using the API Stats Widgets
More on Using the API Stats Widgets
Are you making the most out of your Dashboard?
More on Using the Mortgage Widgets
More on Using the Mortgage Widgets
Are you making the most out of your Dashboard?
Pipelines
Pipelines
Personalising your Pipeline
Personalising your Pipeline
Remember that you can arrange the columns how you would like to see them, as well as resize them where needed. You're also able to select which columns are visible and which are not and don't worry, any changes that you make to your pipeline will save automatically so that when you reopen it, you'll get the same view.
How to search for claims and arrears in your L&R Pipeline
How to search for claims and arrears in your L&R Pipeline
This is a great way to keep track of what's going on with your clients in one easy snapshot. When using the filter you can see: Retention Status & Claim Status.
You can use this to search for as much or as little information as you need. For example, all arrears for AIA would be Provider: AIA, Retention Status: 1st Arrears & 2nd Arrears. If you have our admin service turned on, the team will keep track of all this for you. However if you aren't using our admin service, you will need to update these boxes in the client's file yourself.
Advice Process Pipeline Overview
Advice Process Pipeline Overview
Whether they're existing clients or current leads, the Advice Process will tell you exactly where a client or lead is at in the process, how long they've been there, and what documents are missing from their file at a quick glance.
Advice Process
Advice Process
Ending the Complete Advice Process
Ending the Complete Advice Process
You just need to follow the steps outlined in the video below. Remember to ensure that all relevant advice documents are on file before clicking 'End Process'. When you click End Process, a series of questions will come up that you'll need to answer. You'll also be notified of any missing documents you'll need to include, and you can then add them in or explain why they aren't able to be included.
Ending the Incomplete Advice Process
Ending the Incomplete Advice Process
If you haven't heard from a client in a while, you can end the process and set a review date for a few months away to reassess. If the client gets back to you before this date, you can always reopen the process and continue where you left off. Once you reopen the process, you'll be able to edit everything and add more documents or notes if need be. When you close it again, you'll also be able to edit the answers you originally had or save the same answers.
Ending a Complete or Incomplete Advice Process
Ending a Complete or Incomplete Advice Process
Whether you use the LOAT or work offline, you will still need to complete the advice process to help you maintain compliance standards. We recommend checking this at least once a week to clear out completed applications. It helps your CRM stay up to date and will help you track your reasons for your actions within a client file, which an auditor would be looking for.
Advice Process - Complaints Register
Advice Process - Complaints Register
This great feature helps you to document and track any complaints you may receive in the CRM. Complaints can be loaded against a client's file and any relevant documentation can also be uploaded and linked to that file. To help you maintain a high standard of record-keeping and stay compliant, check out the video below for an overview of how to use this complaints feature.
Life Online Advice Tool
Life Online Advice Tool
Getting started with the LOAT Tool
Getting started with the LOAT Tool
We've put together a series of quick 1 minute videos that take you through each section of the LOAT. Remember that you can find these at any time by heading to the TAP User Guide.
The LOAT will help you to deliver outstanding advice to clients and will help you to meet many of your compliance obligations. If you like the look of this great new tool and would like to use it in your business, simply fill out the relevant form and we'll get the process started!
How to start a new LOAT
How to start a new LOAT
Please see the screenshots and helpful video in the Newsletter to see how to create a new LOAT.
LOAT Notes Section
LOAT Notes Section
Did you know that there is a notes section in the LOAT similar to the activity timeline in your client files? The notes section can be expanded on the right-hand side of your screen by clicking the small arrow in the circle.
How does the 'Reset Merge Tags' button work? - LOAT
How does the 'Reset Merge Tags' button work? - LOAT
We've put together some quick tips on when you might need to use the 'Reset Merge Tags' button
GSuite / Google Chrome
GSuite / Google Chrome
How to use Google People accounts
How to use Google People accounts
This feature is ideal if you have a few different Google accounts and want to keep them all separate. You can have separate email accounts, bookmarks, Google Docs and more all saved under each Google People account
Other / Uncategorised
Other / Uncategorised
Adding an activity to your Calendar
Adding an activity to your Calendar
All you need to do is select the Appointment checkbox within the Activity pop-up and it will link through to your calendar. You can then edit the date and time and it will show up right in your calendar! You can also push activities through to the calendars of your other CRM users - you just need to be subscribed to the assignee's calendar and also be signed into your own calendar for this to work.
Using your Activity Timeline
Using your Activity Timeline
The Activity Timeline summarises the note history on a client's file and all pending tasks that have been scheduled and/or completed. It tracks notes from every section of the client file and puts them in chronological order with a time and date stamp. It can also be used to see Pending and Past Tasks that have been set up on a client's file. Found on the right hand side of every client file, you can expand or collapse it as needed by clicking the arrow. The icons in the right corner allow you to add a new note or schedule a new activity.
TAP CRM Update 28.05.2020 - Activity TimelineEditing Dropdowns
Editing Dropdowns
Did you know that you can amend the options in your dropdowns? You're able to select the order in which your dropdown values appear in the CRM and add or delete any options you'd like to suit your preferences.
Newsletter Index
Newsletter Index
Did you know that we keep all of our newsletters in one place for you? If you're looking for an email that was sent out yesterday or 6 months ago, you'll find it in the Newsletters section of the TAP User Guide. This section contains all of the correspondence we have sent out so that you can view it easily at any time.
Using Ctrl + F
Using Ctrl + F
Did you know that you can use the keyboard shortcut Ctrl + F to search through your notes in the CRM? This helpful shortcut can also be used when you're looking for something specific in the TAP User Guide, or even in your emails. To save you valuable time, simply hold down the Ctrl key and the F key at the same time and type in what you're looking for. The results will even be highlighted for you!
Expanding the Notes Section
Expanding the Notes Section
This helpful feature is a great way to sort any formatting or editing you'd like to add before you save the note. All you need to do to expand the note is drag the two little lines in the bottom right corner. This feature works not only in the activity timeline, but also in any other notes section, including the notes/exclusions box and the required box.
Lockdown Edition - Video Calling
Lockdown Edition - Video Calling
Now that we've found ourselves in lockdown once more, it's time to make the most of the technology we have available. As you'll currently be holding most of your client meetings via video conferencing, here are some tips to help you become a pro in no time!
Lockdown Edition - Online Documents
Lockdown Edition - Online Documents
As you're unable to meet face to face with your clients, you'll need to look at different ways of getting the important documents sorted. Let's look at the options.
Online Applications, Dochub, Providing Support.
Licensing Management
Licensing Management
A reminder that we have a fantastic Licensing Management service to manage the entire licensing process for you, saving you time and stress.
A TAP Licensing Manager can: Review your current FAP structure and identify potential gaps. Provide any necessary tools, policies and processes to fill those gaps. Help submit the application and complete the FMA assessment. Assist with your ongoing oversight and compliance obligations.
Notes Section
Notes Section
Did you know that the Activity Timeline is a chronological list of all notes from every section of the client file compiled into one section? To make things simple, you can still view these notes separately by going into the section you'd like to look into, i.e. KiwiSaver
Each section has their own icon, and as you can see in the image below, the note at the bottom of the KiwiSaver section is mirrored in the your Activity Timeline.
What to do if you get 'Unauthorised Access'
What to do if you get 'Unauthorised Access'
Have you ever received an Unauthorised Access Error when trying to logon to the CRM?
1. Check the URL is correct
2. Check which Google Account you're signed in as (or other emails)
3. Clear your cache
Are you tapping into all of the value TAP offers?
Are you tapping into all of the value TAP offers?
Do you know all of the benfits that are available to you as a TAP member?
Quote Monster Discount, TAP Group PI Scheme, Website Development Services, Disputes Resolution Scheme, Compliance & Audit Services, Level 5 Qualification, New to Market Adviser Training Academy. Mortgage Aggregation, Chartered Accounting Service, LOAT Tool, Licensing Management Service.
The Global Search Bar
The Global Search Bar
What you can search in the Global Search Bar:
First Name, Last Name, Email, Home Phone, Mobile, Work, Company Name, Trust Name, Trading Name, Policy Number (LR), Loan Number (M), FG Policy Number (FG), Member Number (KS)
Exporting and Filtering the Exports
Exporting and Filtering the Exports
We have put together a helpful guide on how to export and filter your exports to help you tidy things up.For step by step instructions with screenshots please view the Newsletter.
TAP Member Hub - LinkedIn
TAP Member Hub - LinkedIn
The TAP Member Hub is a private LinkedIn community where you can interact with other advisers, build your network and exchange ideas.
How to add a Lead in the CRM
How to add a Lead in the CRM
We encourage you to add Leads into the CRM as soon as you have their name. That way, the first time you make contact with that lead, you can load the correspondance into the CRM against the Leads file.
How to get the most out of the Userguide
How to get the most out of the Userguide
The Userguide is full of great resources to answer your burning questions, help you stay on top of CRM updates, and find old newsletters. We've put together a list of useful links that will help you start the year on the right foot.
TAP's Additional Services
TAP's Additional Services
Did you know that we have a number of great additional services you can tap into?
As a TAP member you have access to: TAP's Dispute Resolution Scheme, Client Engagement Emails, PI Cover, Quote Monster, Client Review Calling.
TAP Data Entry Service
TAP Data Entry Service
Did you know that if you are using the TAP admin service for any new books your purchase, we will do the data entry?
Activity types and how to set them
Activity types and how to set them
We've put together some helpful notes for Activity Types and how to set an Activity in the CRM.
Client Services Summary
Client Services Summary
Did you know that you can easily see which services your clients have with you? This is a useful tool when you're looking to promote a service, i.e. promoting KiwiSaver to your L&R clients.
Don't miss out on any news/updates
Don't miss out on any news/updates
Want to find out the latest news on TAP? We're often featured in industry publications when we release new updates.
If you feel like you've missed the changes that are happening at TAP, you'll find all previous Newsletters in the Userguide.
Populating Merge Tags
Populating Merge Tags
Did you know that when you email out of the Online Advice Tool, merge tags populate when you hit send?
Unauthorised Access in the CRM
Unauthorised Access in the CRM
Do you know what to do if you're experiencing an Unauthorised Access Error when trying to logon to the CRM?
Ending an Advice Process - 'Incomplete' versus 'Complete'
Ending an Advice Process - 'Incomplete' versus 'Complete'
When ending an advice process in the CRM, the questions will be different if this is 'Incomplete' versus 'Complete'.
Icons in the CRM
Icons in the CRM
Did you know we have a page dedicated to all of the small icons in our Userguide? Alternatively, hovering over a field will trigger a small pop up that explains what the icon means.
Multiple Insurance Policies in the LOAT
Multiple Insurance Policies in the LOAT
Do you know how to add multiple providers in the insurance section of the LOAT?
TAP's Guide to Gmail Basics
TAP's Guide to Gmail Basics
Do you want to learn the basics of Gmail? We've put together a quick guide on the most commonly asked questions about Gmail.
Click Links in the CRM
Click Links in the CRM
To make it easier for you to find certain pages, you can add a click link in the CRM.
Client - Quick Add
Client - Quick Add
Save time during the Advice Process and use the quick add feature to add clients' details in the CRM.
Commissions
Commissions
Have your commission rates changed? Let us know so we can update the data in your LOAT.
Provide CRM Feedback
Provide CRM Feedback
Do you want to know how to provide feedback? We've added a new feature to the CRM.
LOAT - Notes Section
LOAT - Notes Section
Are you using the notes section in the LOAT? Scott's compliance TAP tip is all about using this feature in the LOAT process.
Who can see documents in the CRM
Who can see documents in the CRM
Not sure who can see documents in the CRM? Check out this handy guide below
Adding a Phone Call
Adding a Phone Call
There is now the option to add a phone call into the Activity Timeline. Please see the instructions below.
CRM Emails Report
CRM Emails Report
Do you know how to read our CRM Email report? Every week, we send you a CRM Email report in an excel sheet so you can see what kind of emails were sent to your clients. This report includes some helpful insights on open rates, bounce rates, deletion rates and more.
Review Calling
Review Calling
As part of the new regime, you have to be able to show evidence that you are servicing your clients on an ongoing basis so that their cover remains suited to their needs. A big part of this is Review Calling.
File Naming
File Naming
Did you know that you can't use the ':' character when you name a file? This is because it's a restricted character due to development code and will cause issues with sending emails. We recommend labeling files as shown below:
SURNAME INITIAL DOCUMENT NAME PROVIDER POLICY #00000 (e.g. HALE S POLICY SCHEDULE AIA #1234)
Merging SOA Documents
Merging SOA Documents
Did you know that you can link documents and generate a merged SOA PDF in the CRM?
LOAT Tips
LOAT Tips
We've put together some of our top tips within the LOAT.
How to get online signatures for PIA & Declaration
How to get online signatures for PIA & Declaration
Do you know our recommended process for getting online signatures?
CRM Basics Training
CRM Basics Training
Did you know Sarah runs a CRM Basics Training every Tuesday and Thursday to help you make the most of the CRM? These sessions run for an hour, with 30 minutes for questions afterwards, and they'll cover how the CRM works at a basic level so you can get familiar with how you can best use it in your business.
Missing Documents
Missing Documents
Do you know why the missing documents error pops up when adding an Advice Process?
Userguide Newsletters
Userguide Newsletters
Did you know that we keep all of our newsletters in one place for you?
Using Ctrl F
Using Ctrl F
Using the keyboard shortcut Ctrl + F is a great way to easily search through the CRM!
Departed Clients
Departed Clients
'Deceased' has been added as an option to the 'Contact Method' dropdown. Selecting this will pin a note to the Activity Timeline, move the person to the bottom of the 'People' list on the left-hand side and remove their contact details.
Linked Contacts
Linked Contacts
Did you know Linked Contacts are now able to be added under Personal Files?
Colour Codes
Colour Codes
Did you know we use colour codes to organise your activities?
Establishing your mindset themes
Establishing your mindset themes
Didn't make it to the conference? Don't worry, we've got you covered! Our guest speaker, Dave Wood kindly sent some of the content that he covered at the conference.
Join the TAP Adviser Member Hub
Join the TAP Adviser Member Hub
Have you joined TAP's Adviser Member Hub?
Secondary Contacts
Secondary Contacts
Not sure what the icons on a Secondary Contact's file mean? Find out below!
Ending the Complete Advice Process
Ending the Complete Advice Process
Do you know how to end the complete advice process? You need to ensure that all relevant advice documents are on file before clicking 'End Process'.
Complaints Register
Complaints Register
Did you know you can use the complaints register in the Advice Process?
Mortgage Policy Tour
Mortgage Policy Tour
Are you familiar with the Mortgage section of a client file?
Fire & General Policy Tour
Fire & General Policy Tour
Are you familiar with the Fire & General section of a client file?
KiwiSaver Fund Tour
KiwiSaver Fund Tour
Are you familiar with the KiwiSaver section of a client file?
Investment Fund Tour
Investment Fund Tour
Are you familiar with the Investment section of a client file?
Provide Feedback
Provide Feedback
Did you know that we have a helpful Provide Feedback button where you can send valuable feedback to our team?
Linking to Calendar
Linking to Calendar
Having trouble linking Activities from the CRM into your colleagues' calendars?
Using the L&R Commission Tracker Widget
Using the L&R Commission Tracker Widget
Are you making the most out of your Dashboard?
Be a power user of the CRM!
Be a power user of the CRM!
Missed our first TAP Knowledge Exchange on how to make the most of the CRM?
Learn about Blanket's F&G referral service
Learn about Blanket's F&G referral service
Missed our last online masterclass webinar?
Learn How To Streamline Your Client Reviews with the LOAT Tool
Learn How To Streamline Your Client Reviews with the LOAT Tool
Missed our last TAP Knowledge Exchange online masterclass?
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