Maximizing the Search and Pagination Features

Advice Revolution streamlines client management for busy advisers. The new search and pagination features empower you to quickly locate specific clients within your extensive list. The following guide will help you maximize the search and pagination features, allowing you to navigate your client list with ease.

1. Search Bar: Locate clients quickly and easily using the new search bar at the top of your Client List table. Simply type a client's first and last name (or just their first name) to find them in a flash!
   
   
2. Paging Navigation: No more endless scrolling! If you have a large number of clients, use the paging navigation in the upper right corner to effortlessly view additional clients and their detail- Mini Fact Find status, client portal status, and integration status.

      

Notes:

1. Recent Clients at a Glance: Newly added clients are still automatically displayed at the top of your Client List for easy access.
2. Spouses & Linked Clients: To optimize loading times, spouse names and clients within the same group are no longer automatically displayed in the Client List. However, you can still search for them using the search bar and access the primary client's information.
   
3. Search Optimization: Currently, searching by last name only won't yield results. We're actively working on improving the search capabilities in future updates.
   

For questions about the search and pagination features, kindly send us an email at support@advicerevolution.com.au. Alternatively, if you want to book a 20-30 minute Get Help session with out team, kindly use this link to book the discussion.

Published Date: June 27, 2024
Version: 1.1

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