Topics: Overview

Topics: Overview

What you can do: Organize and Search Your Notes.

Check out the video to see what we mean:

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Topics are a form of high-level organization in Pulse360. They follow the standard CFP® Board's financial planning aspects of a client's financial life. From Taxes, Insurance to Education, and so on. 
  1. Topics determine what appears in your email or PDF document. See the image below.
    1. If you want to edit your templates to insert topics, click here.
  2. With a structured email, your clients will find it easier to digest your recommendations. A big blob of text is only great for your compliance team, not your clients.
  3. You can use Topics to granularly search your notes - saving you time in the long run.
  4. You can customize Topics to fit your practice.

To search your notes by topic, press "Filter Notes" at the top. Click "Search Text/Topic" and just type the name of the Topic to search.
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You can manage your topics and subtopics under Settings > Topics, and use Manage Subtopics to manage your subtopics.



Tips

  1. Related link: How to Manage Topics
  2. You can quickly search for topics using the "Filter Notes" feature in the Workspace.
  3. Topics are used to organize your notes
  4. Topics will determine what shows in your final document based on the template you created