Topics: Overview
What you can do: Organize and Search Your Notes.
Check out the video to see what we mean:
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.
- Topics determine what appears in your email or PDF document. See the image below.
- If you want to edit your templates to insert topics, click here.
- 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.
- You can use Topics to granularly search your notes - saving you time in the long run.
- 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.
You can manage your topics and subtopics under Settings > Topics, and use Manage Subtopics to manage your subtopics.
Tips
- Related link: How to Manage Topics
- You can quickly search for topics using the "Filter Notes" feature in the Workspace.
- Topics are used to organize your notes
- Topics will determine what shows in your final document based on the template you created
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