Advisor360 Express Pre-fill: User Guide (Upload/Download/Edit)

Advisor360 Express Pre-fill Prefill User Guide

Scenario: You are a company administrator of Advisor360 Express and you wish to update your solution with your contact database. The database aka address book is created by uploading a .csv file into the Advisor360 Express platform.

User Guide

The documentation below will help you understand how to leverage the pre-fill functionality in Advisor360 Express and upload your contact database.

STEP 1: Create contact Pre-fill records

Option A: Upload CSV

• Go to Under Personal Settings > Select contact details > Select  and then the Pre-fill Records tab
  

• Generate Spreadsheet by selecting the green download button

• Populate Spreadsheet
• Upload Spreadsheet by selecting the blue upload button

Option B: In-flight

• Open a compatible transaction and navigate to a pre-fillable section. Each pre-fillable section will be identified by the Pre-fill icon
  

• Enter contact data in the section

• Click Save or Next

• The contact is automatically saved and ready to use in the next Pre-fill section

STEP 2: Use Pre-fill feature

• Open a compatible transaction and navigate to a pre-fillable section. Each pre-fillable section will be identified by the Pre-fill icon
  

• Select the Pre-fill icon  and search for the desired contact

• Users can expand and verify the contact by selecting view data

• Once the contact is confirmed, select Populate and the fields will prefill with the data that was uploaded. Add additional data where necessary

STEP 3: Edit Existing Contacts

• Return to the Pre-fill records tab under Personal settings as noted in STEP 1

• Search and Select that contact that you would like to edit

• Select Edit Contact and navigate to the field that should be updated

• After the field has been updated, select Save Changes

Unsaved Pre-fill Records

Pre-fill records are automatically updated if the information is changed on a Landing Page section with a pre-filled contact.

You may encounter this screen if the contact’s name was updated during pre-fill and can choose to create a new contact (e.g. a spouse) or update the existing contact’s name (e.g. typo).