Export Overview
Export Overview
Embedded Files
If you are a Business Owner, you have the option to Export the Search areas (based on the criteria you have filtered on, or none at all) into a CSV file.
Note: For security reasons, only a Business Owner has the ability to do this.
Downloads into a CSV file with information from the client file, including what services that person has with your company.
For a full list of columns the CSV populates (at this stage) refer below;
LEAD
LEAD
Names: Business Name, First Name, Last Name, Known As, Additional Contacts
Personal Details: Gender, Date of Birth, Employment, Occupation, Income
Contact: Email, Mailing Address 1, Mailing Address 2, City, Postcode, Physical Address, Mobile, Home Phone, Work
Lead Details: Referred By, Adviser, Lead Status, Lead Type, Lead Origin, Lead Gen
File Details: Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Created Date, Contact Status, Customer ID
CLIENT
CLIENT
Names: Business Name, First Name, Last Name, Known As
Personal Details: Gender, Date of Birth, Employment, Occupation
Contact: Email, Mailing Address 1, Mailing Address 2, City, Postcode, Physical Address, Mobile, Home Phone, Work, Contact Method
Client Details: Referred By, Adviser, Alt. Adviser, Lead Status, Lead Type, Lead Origin, Lead Gen
File Details: Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Is Primary?, Created Date, Client Since, Contact Status, Rank, Reason (if Ex-Client), Customer ID
Service Details: Inforce L&R, Mortgage Drawdown, KiwiSaver Complete, F&G Inforce, Last Review, Next Review
L&R PIPELINE
L&R PIPELINE
Names: Business Name, First Name, Last Name
Contact: City, Email
Lead/Client Details: Adviser, Alt. Adviser, Original Adviser
File Details: Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Client Since, Rank, Referred By, Lead Type, Lead Origin, Lead Gen, Created Date, Customer ID, Contact Status
Service Details: PO 1 First Name, PO 2 Last Name, PO 2 First Name, PO 2 Last Name, Provider, Policy Number, Status, Annual Premium, Discount, Start Date, Anniversary Date, Submitted Date, Submitted API, Cancellation Date, Cancellation Code, Required Field, Payment Frequency, Products, Policy Type, Retention Status, Claim Status, Next Review, Last Review, Replacement, Double Sub, Start Trans, Commission
MORTGAGE PIPELINE
MORTGAGE PIPELINE
Names: Business Name, First Name, Last Name
Contact: City, Email
Lead/Client Details: Adviser, Alt. Adviser, Original Adviser
File Details: Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Client Since, Rank, Referred By, Lead Type, Lead Origin, Lead Gen, Created Date, Customer ID, Contact Status
Service Details: BE 1 First Name, BE 2 Last Name, BE 2 First Name, BE 2 Last Name, Property Owners, Valuation Type 1, Valuation Amount 1, Security, Provider, Mortgage Number, Status, Loan Value, Interest Rate, Submitted Date, Approval Date, Expected Settlement Date, Drawdown Date, Fixed Period End Date, Required Field, Repayment Frequency, Mortgage Type, Loan Type, Business Mortgage, Business Refix
F&G PIPELINE
F&G PIPELINE
Names: Business Name, First Name, Last Name
Contact: City, Email
Lead/Client Details: Adviser, Alt. Adviser, Original Adviser
File Details: Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Client Since, Rank, Referred By, Lead Type, Lead Origin, Lead Gen, Created Date, Customer ID, Contact Status
Service Details: PO 1 First Name, PO 2 Last Name, PO 2 First Name, PO 2 Last Name, Insurer, Policy Number, Status, Total Premium, Inception Date, Renewal Date, First Policy Date, Cancellation Date, Required Field, Products, Policy Type, Account Status, Claim Status
KIWISAVER PIPELINE
KIWISAVER PIPELINE
Names: First Name, Last Name
Contact: City, Email
Lead/Client Details: Adviser, Alt. Adviser
File Details: Is Primary?, Next Activity Date, Next Activity Type, Next Activity Assigned To, Contact Type, Client Since, Rank, Referred By, Lead Type, Lead Origin, Lead Gen, Created , Date, Customer ID, Contact Status
Service Details: Provider, Member Number, Status, Status, Origin, Start Date, Portfolio
ACTIVITY
ACTIVITY
Names: Client Name
Activity Details: Activity Type, Activity Name, Due Date, Assigned To
Lead/Client Details: Lead Origin, Lead Gen, Contact Type, Contact Status, Created By, Create Date, Client ID
Services: L&R, Mortgage, F&G, KiwiSaver
If you need to download your Documents, please send an enquiry your TAP Team.
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