Holistiplan integration enables you to dynamically pull tax data, such as "Average Tax Rate," into your notes using SmartFields. Here’s a step-by-step guide to create a SmartField, apply it to a note, and fill it out.
Steps to Create a Dynamic SmartField for Holistiplan data
Open the Add Note Pop-Up:
Navigate to the client’s meeting in Pulse360.
Click on Add Note to open the note editor.
Insert a SmartField:
Place your cursor where you want to add the SmartField.
Type a slash ( / ) to open the menu and select Add SmartField.
Choose Data Type and Integration:
In the Edit SmartField panel, select Integration as the data type.
This enables you to pull data from an integrated system, such as Holistiplan.
Select Holistiplan as the Provider:
Under Provider, choose Holistiplan.
Pick a Tax Record Field:
Under the Holistiplan Options section, select a tax record field (e.g., Average Rate) from the available options.
Holistiplan will provide real-time data for this field when the note is used.
Customize the Field Label:
After selecting the tax record field, you can rename the label for the SmartField (e.g., change it to "Average Tax Rate") to make it more descriptive.
Set Formatting Options (Optional):
For numeric data like "Average Tax Rate," you can adjust formatting:
Select Percent if applicable.
Specify the number of decimal places (e.g., 1 or 2).
Save the SmartField:
Save the field, and it will now be part of the note.
Steps to Fill Out Dynamic SmartFields with Holistiplan data in a Note
Fill Fields for the SmartField:
After adding the note, click the red ‘Fill Fields’ icon in the lower-right corner.
Select Holistiplan Contact:
In the pop-up window, select the required Holistiplan Contact from the dropdown.
Select Tax Record:
Choose the appropriate Tax Record (e.g., "2023") from the dropdown.
Finish and Save:
Once all fields are populated, click Finish to apply the data to the note
Example of a Note with a Dynamic SmartField
Template in Pulse360:
"Your Average Tax Rate is [Average Tax Rate]. This is a measure of what percentage of your total income is paid in taxes after any deductions or tax credits."
Final Note for a Client:
"Your Average Tax Rate is 22.5%. This is a measure of what percentage of your total income is paid in taxes after any deductions or tax credits."