TECH TIP – Adding icons to your XPLAN client search

Follow these eight easy steps from Ignition Wealth’s XPLAN Consultancy Team to add icons to your client search. 

Icons, emoji and symbols have taken over the communications world, from our social media reactions, to text messages to websites! Their simple imagery is a great way to convey a whole concept or message in a single character. A picture speaks 100 words!

As applications and websites move to focus on the look and feel (UX or user experience as the propellor heads call it), here’s a simple way to add icons to your XPLAN client search screen. Consider it a modern makeover!

 

 

Step One
Navigate to your system settings page (XPLAN > Administration Functions > System Settings). NB: You must have the user capability [System Setting] assigned to your login profile to be able to access this page.

 

 

Step Two

Navigate to the left menu option Client Focus > Search Result.

 

Step Three

Upload the .PNG picture files you intend assign to the client search results columns. In this example we will be allocating icons for the following fields; phone, email, category, adviser, entity groups and entity ID.

When selecting your icons, keep in mind that they will need to be sized between 15 to 40 pixels in length and width, must be in .PNG format, and must be legible at that size. Simple is often better than a detailed icon. Try to provide the XPLAN user with an icon representation of the data displayed in the search result columns.

Once you have sourced your icon set, click on the highlighted [Upload File] button.

 

Step Four

The upload pop up will appear and allow you to select the icon that you have saved to your locally on your hard drive.

 

Step Five

Upload each icon individually until you have a full set of the icons you require.

 

Step Six

Navigate back to the client search result screen. Bonus tip – to quickly return to the client search results screen, enter a blank search in the search box in the top right hand corner of your screen. In the search result bar, click on the cog icon (Settings) and select [Edit Table Configs].

 

Step Seven

In the edit table config screen, the menu options you will display in the search results screen are ticked in the first column. You will be able to assign the icons you have uploaded previously in step 5 for each column in the search result screen.

This area also gives you the opportunity to re-order, configure width, and hide/show search result columns as desired.

Step Eight

Click OK! Now simply enter a new blank search to view your client search icon masterpiece!

 

Your new look XPLAN client search is visually attractive and easy to use!

Contact us for a demonstration to see how your advice practice would benefit from Ignition XPLAN Solutions. Call 1300 656 924 or email solutions@ignitionwealth.com.