Intelliflo - importing updated information

Q. At an annual review, can the updated figures from IO be imported and used to update an existing plan?

 

A. The import from IO is a one-off used initially to start the client case.

The up to date IO data could be imported into the client’s case file as a new base plan, leaving the original base plan and any scenarios (what-if plans) in place for comparison and for use in tracking progress.

Voyant does not merge information from the import into existing base plans and scenarios. The imported data exists as an entirely new base plan within an existing client case.

A better option would be to use Voyant’s plan update wizard and simply reference the updated IO totals. Any new items can be added to the client case following the update.

Any new items can be added to the client case following the update. Instructions on how to use the wizard to update plans, together with a link to an instructional video, can be found in our knowledge base.

Updating Plans

Video