How Can I Filter Circles by Adviser in Plannr?
Introduction
Plannr does not currently support direct filtering of circles by adviser. However, you can achieve similar results by using client groups. These groups allow you to organize clients and their associated circles under specific categories, effectively providing a workaround for adviser-based filtering.
Why Adviser-Based Filtering Isn’t Available
Plannr does not assign circles to advisers, which is the primary reason the platform does not support native filtering by adviser. Instead, circles are a shared component that can be managed collaboratively. This means an alternative organization method is needed for adviser-specific grouping.
Alternative: Use Client Groups for Adviser-Based Filtering
You can set up client groups tailored to specific advisers to organize and filter circles. Follow these steps to create and use adviser-specific client groups:
Create a New Client Group - Navigate to the 'Groups' section in Plannr. - Add a new client group and name it after the adviser (e.g., “Adviser A’s Clients”).
Assign Clients to the Group - Locate the clients associated with the adviser and add them to the newly created client group. - Ensure that all relevant circles linked to these clients are included within the group.
Filter Circles by Group - Use the filtering options in the 'Circles' section to view circles based on the adviser-specific client group.
Tips for Best Results
Regularly update client groups to reflect changes in adviser assignments or client portfolios.
Use consistent naming conventions for client groups to avoid confusion among team members.
Frequently Asked Questions
Is there a plan to add direct adviser-based filtering? Currently, this feature is not available, but feedback can be submitted to Plannr’s support team for future consideration.
What happens if a client is served by multiple advisers? You can include the client in multiple groups as needed, allowing flexibility when filtering circles.
Related Topics
By using the client groups workaround, you can efficiently organize circles by advisers, ensuring a seamless workflow despite the platform’s current limitations.