Find accounts faster, with Global Account Search

Platform updates

07 Nov 2019

We’re focused on making your Adviser Online experience quick and simple. To support this, we’ve developed a new way for you to search your accounts with the integration of Global Account Search.

 

What’s new?

Search your accounts from the top of any page

Responsive results as you type

Streamlined navigation when you select an account


Search anywhere, anytime

We understand the importance of finding things fast. The Global Account Search bar makes accounts easy to find and is easy to use – you can now search for all accounts anywhere on Adviser Online.


Listed results

The Global Account Search bar will appear at the top of every page, ready to deliver results as soon as you start typing.

When you start to type in the Global Account Search bar, your results will be pooled and displayed to you in a list format.


Quick Account Details access

To ensure your search is streamlined, you’ll be directed straight to the Account Dashboard page when you select an account from the results list.


Alternative search options

You can still search for accounts via the main navigation. Simply select ‘Clients’ from the side panel and then ‘Accounts’. You’ll then land on the main search page.


Need help?

If you’d like further support or training on Adviser Online, please register for one of our webinars below or speak to your relationship manager.

Session 1: Friday, November 8, 2019 at 2pm (Sydney, GMT+11:00)
Register here

Session 2: Monday, November 11, 2019 at 2pm (Sydney, GMT+11:00)
Register here

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