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Overview

Custom Widgets in AdviserLogic help you manage client data, tasks, and appointments more efficiently—right from your Adviser Home screen.

These widgets are configurable, allowing you to filter, track, and access key information tailored to your workflow. Designed to pull live data from core modules like Fact Find, Diary, and Tasks, Custom Widgets support better client engagement and streamline daily operations.

With Custom Widgets, you can:
✅ View real-time updates from your Diary and Tasks
✅ Create targeted Client Search Groups for efficient follow-up
✅ Monitor Task Pools and assignments
✅ Track appointments by purpose using Labels

Designed to streamline your workflow, these widgets allow you to personalise your view, monitor priority actions, and efficiently manage client and task data — all in one place. This ensures greater productivity and keeps your focus on what matters most.

Access

To access the Custom Widget creation window, navigate to your AdviserLogic Adviser Home > Customise Adviser Home option, located at the top right of the window.

This will open an Add/Remove Items window, where you can customise your Adviser Home page by selecting the widgets you wish to display.

You also have the option to create new Custom Widgets by selecting the Add button located in the bottom left corner of the pop-up window.

📌Note

Existing Custom Widgets are easily identifiable in the list as they display both an Edit option and a 🗑️bin icon for deletion.

Creating a Custom Widget

Selecting Add ➕ will open a screen displaying the available filters for your widget, which will vary depending on the Item you choose.

From the Item field, you can choose to create a widget based on:

👥 Client Search Groups	Display and manage specific client groups filtered by your saved search criteria.
✅ Tasks	Monitor, manage, and filter tasks assigned to you or your team to stay on top of workflow priorities.
📂 Task Pools	View and manage shared task pools to efficiently track tasks within your team.
📅 Appointment Labels	Track and filter appointments based on labels for better meeting management and scheduling.

👉 How it Works

Each widget interacts with its respective module—Fact Find, Tasks, or Diary—ensuring real-time updates and accuracy.

This keeps your Adviser Home dashboard organised, efficient, and actionable at all times.

🗂️Item

Defines the purpose and content of the custom widget

Selecting an option from the drop-down determines the type of data the widget will manage and display on your Adviser Home screen.

👥Client Search Groups Widget

Allows you to create dynamic client lists based on filters applied to Fact Find data (General, Financial, or Custom fields).

🔎 Use it to target clients for reviews, marketing campaigns, or compliance checks.

Selecting Client Search Groups from the Item field activates client-specific filter preferences.

This widget allows you to manage and view clients based on preset filters—such as client status, category, or adviser assignment—streamlining how you monitor and access client groups directly from your Adviser Home.

Client Search Groups Widget Fields and Functions

Select Filter Group	Choose from saved client filter groups you’ve created (e.g., Active Clients, Prospects, etc.).
Search List	Refines the client list based on the selected filter group. Allows you to search and apply additional filters.
Filter Clients	Option to apply or adjust filters to narrow down the client list further.
Client Name	Displays client names pulled based on the applied filters.
Add More Clients	Manually add specific clients to the list, overriding the filter if required.
Create Widget	Finalises the widget setup, adding the filtered client group to your Adviser Home screen for quick access.

💡Tip

This widget helps you instantly create, view, manage, and action client groups directly from your dashboard—ideal for prioritising prospects or reviewing specific client segments.

The Select Filter Group field will display your newly created group once it has been saved, making it easy to select and manage.

To create a new Client Search Group, use the available filters located below the fields.

You can choose from three filter types to refine your client list:

✅ General Filters	Filter by non-financial client details such as Category, Adviser, Date of Birth, Dependants, or Gender.
💰 Financial Filters	Filter clients based on financial parameters like Net Worth, Income, or Assets.
📝 Custom Filters	Pull data directly from your Custom Fact Find fields, allowing tailored filtering based on your practice-specific requirements. *Custom Filters are only available if you have created Custom Fact Find Fields

Selecting the Filter Type will display options specific to that category in the following filter field, allowing you to refine your search based on the selected filter/s.

General Filters	Quick Filters	Is Subscribed to the newsletter Is Between 55 and 56 Is Due for review next month Is an Active Client Has a Photo Saved Is a Primary Client Has no Email Is Business Client Is Not Business Client Includes 'Do Not Contact'
	Adviser	Is	Select from dropdown of available advisers
	Age Age Next Birthday	Is Less than Greater than Between Not Between	Enter Age
	Category	Is	Select a Previously Created Category from drop-down
	Client Service Manager	Is	Select from dropdown of available staff
	Date of Birth	Between Before After In the Month of In the Years of Last (in Days) Next (in Days)	Enter values or select from drop-down options
	Dependants	Exist Do Not Exist Are Younger Than Are Older Than Are between the Ages Of	Enter values or select from drop-down options where relevant
	Gender	Is	Male Female
	Occupation	Is Is Not	Select from drop-down
	Referrer	Is Is Not Contains the text	Enter values or select from drop-down options
	Surname	Is Containing the Word Not Containing the Word	Enter values or select from drop-down options
	Contact Details	Has a home phone Has a Mobile number *Has a residency status of Has a work phone Has a work email Has a home email	Stored in AdviserLogic Not Stored in AdviserLogic *Residency Status Australian Resident Not Australian Resident
	Postcode	Between Is Not Between	Enter Values
	State	Is	NSW QLD VIC SA WA TAS NT ACT Other
	Last Review	Was Before Was After Was Bewteen Next (in Days) Last (in Days)	Choose from pop-out calendars or enter the number * of days
	Next Review	Is Before After Between In the Month of Last (in Days) Next (in Days	Choose from pop-out calendars or enter the number * of days
	Review Frequency	Is	Yearly Quarterly Monthly Fortnightly Weekly Half Yearly Single Triannual 2 Year BiMonthly Four Weekly 3 Year
	Guardianship	Is Before After Between	Choose from pop-out calendars
	Power of Attorney	Is Before After Between Has a Type of Last (in Days) Next (in Days	Choose from pop-out calendars or drop-down options
	Will	Is Before After Between Is in the Location of Has a Testamentary Trust Last (in Days) Next (in Days)	Choose from pop-out calendars, drop-down options or enter values
	Basic Info Notes	Contain The text	Enter Value
	Centerlink Number	Is	Stored in AdviserLogic Not Stored in AdviserLogic
	Consultants	Are	Enter Value
	Drivers Licence Number	Is	Stored in AdviserLogic Not Stored in AdviserLogic
	First Name	Is Containing the word	Enter Value
	FSG Version	Is	Select from drop-down
	Health	Is Health Insurance is Has a Smoker Staus of	Select from drop-down
	Marital Status	Is	Married Single Widowed Divorced Separated Defacto Engaged Partner
	Risk Profile	Is	Select from drop-down of Available Risk Profiles
	Wedding Date	Was (Years Ago) Was before Was after Was between Was in the month of Last (in Days) Next (in Days)	Choose from pop-out calendars or enter values
	Preferred Contact	Is	Phone Email Mail
Financial Filters	Assets	Have a Description of Are of the Type Have a value greater than have a value between Have the ASX code Have the APIR code Are of the platform	Choose from drop-down options or enter values
	Expenses	Greater than Less than Between Include the type	Choose from drop-down options or enter values
	Income	Greater than Less than Between	Choose from drop-down options or enter values
	Liabilities	Have a value greater than Have a value less than Have a value between Are of the type Are from the lender	Choose from drop-down options or enter values
	Net Worth	Greater than Less than Between	Enter Value
	Superannuation Funds	Are of the type Are of the platform Are in the phase of Have a value greater than Have a value less than Have a value between Have an estate option of Are making contributions of the type	Choose from drop-down options or enter values
	Insurance Policies	Have the Insurer Have a total annual premium greater than Have a total annual premium less than Have a total annual premium between Have an issue date before Have an issue date after Have an issue date between Have an issue date in the month of Have a next review date before Have a next review date after Have a next review date between Have a next review date in the month of Have a smoker status of Have child policies Have a premium frequency of Have a premium due Has Insurance Policies	Choose from drop-down options or enter values
	Life Insurance Sum Insured	Is Greater than Less than Between	Choose from drop-down options or enter values
	TPD Insurance Sum Insured	Is Greater than Less than Between	Choose from drop-down options or enter values
	Trauma Insurance Sum Insured	Is Greater than Less than Between	Choose from drop-down options or enter values
	IP Insurance Sum Insured	Is Greater than Less than Between	Choose from drop-down options or enter values
	BE Insurance Sum Insured	Is Greater than Less than Between	Choose from drop-down options or enter values
	FOFA	Service Level Application Date Disclosure Date Opt-In Renewal Date Opt-In Renewal End Termination Date	Choose from pop-out calendars or drop-down opti

📌 Note

The Date Filters are dynamic and automatically update the widget results based on the set date parameters.

👉 For Example

If you configure the filters for a 1-month period, the widget will continuously add new results each day as they meet the criteria.

Refine and Add Multiple Filters

Combining Filters for Accurate Client Searches

To refine your client search results, you can combine multiple filters from General, Financial, or Custom Filters. This allows you to create highly targeted client groups based on specific criteria.

Select a Filter Type:
Choose the filter category you wish to use — General Filters, Financial Filters, or Custom Filters — from the dropdown menu.

Set Filter Conditions
After selecting the filter type, a field of available conditions relevant to that filter will display. Continue refining until no further fields appear.

👉 For example:

General Filters might include age range, adviser, review dates, or marital status.
Financial Filters may include net worth, income, or superannuation balance.
Custom Filters will show any custom fields created in your Fact Find.

Once the filter selection process has been completed, select the desired condition, enter your values or select from the drop-downs as required, and then tick the checkbox next to the filter to activate it.

📌Note

Not all filters require you to select the checkbox to apply the filter—only those with checkboxes must be selected for the filter to be active.

A list of clients matching the selected conditions will show below the filters, allowing you to review and refine your selection.

👉 Repeat the process to apply multiple filters.

Each additional filter further narrows the search results, allowing you to focus precisely on clients matching all selected criteria.

📌Note

The more filters you add, the fewer clients will meet the conditions and populate the list—keep this in mind when creating your group.

If clients aren’t appearing in the list, review your filters and double-check the client’s information in Fact Find to ensure they aren’t accidentally excluded.
Once applied, all active filters will display. You can remove or adjust filters as needed by unticking checkboxes, editing values, or selecting the red ❌ at the end of the filter row.

💡Tip

Using multiple filters is ideal for creating targeted client groups, such as clients aged 55+, with upcoming reviews, or holding specific insurance policies.

This process helps generate accurate, meaningful client lists for reports, campaigns, or focused advice delivery.

Review and finalise your client group by previewing the client list once all filters are applied, then select Create Widget to Save it as a new group field.

💡 Recommendation

Assign a clear and descriptive name to your Client Group during the final step when prompted—this helps you easily identify it later

Your saved group name will automatically become available in the Select Filter Group

Once you have saved a group an option will become available to Update an existing group when selecting the Create Widget button.

The Widget will now show on your Adviser Home screen.

✅Tasks Widget

Shows client-related tasks assigned to you or your team with live status updates.

📃Quickly view, update, and manage tasks directly from your Adviser Home dashboard.

To create a filtered task Widget, select the customise Adviser Home button.

Select the Add button to open general widget filter options.

From the widget creation window, choose Task from the Item drop-down to create a bespoke task widget and apply your filters:

Item	Choose Tasks from the dropdown options
Task Category	Filter tasks based on the assigned category: Assigned to Me Assigned by Me
Task Type	Filter tasks by type by previously created task categories
Report Name	Ad a report name that reflects the purpose of the Widget

Selecting Preview from the bottom left of the window will display a list of tasks related to the selected filters directly beneath the filter fields. This allows you to review the filtered task results before saving.

Save the Widget to enable it on your Adviser Home.

📌Note

You will have to close the Add/Remove Widget window to return to your Adviser Home Screen

📂Task Pools Widget

Displays tasks assigned to specific adviser pools or users.

📁Ideal for managing workload distribution across the team and monitoring task completion.

🚧Important🚧

You must have previously created Pools Categories created to use this feature.

To create a filtered Task Pools Widget, select the Customise Adviser Home button.

Select the Add button to open general widget filter options.

From the widget creation window, choose Task Pools from the Item drop-down to create a bespoke task widget and select your Previously Created Task Pool Category.

📌Note

For a client to appear in the Task Pools Widget, the Task Pool selected in the widget must match the Assignee field in the client’s task. This ensures only relevant tasks assigned to the assigned pool are displayed accurately.

Select Save to apply the widget to your Adviser Home Dashboard.

Close the widget creation window (Add/Configure Switchboard Items), and you will see the widget listed in the Widget selection window (Add/Remove Items) by the Pool Category name selected during setup. Tick the checkbox in front of it to apply the widget to your Adviser Home screen.

Close the selection window and the widget will now show on your Adviser Home dashboard.

You can edit or delete the widget by returning to the Customise Adviser Home button > Widget Selection Window (Add/Remove Items) screen.

Simply select Edit to modify the widget or select the 🗑️bin icon to delete it.

🗓️Appointment Labels

Pulls appointments from the Diary that have specific labels assigned (e.g., Review Meeting, Strategy Session).

📅 Use this widget to track meetings by purpose, ensuring nothing is missed.

🚧Important🚧

You must have previously created Appointments Categories created to use this feature.

To create a filtered Appointment Label Widget, select the customise Adviser Home button.

Select the Add button to open general widget filter options.

From the widget creation window, select Appointment Labels from the Item drop-down to create a bespoke appointment-based widget. Enter a name for the widget, then Save to display your new widget on your Adviser Home screen.

Close the selection window and the widget will now show on your Adviser Home dashboard.

The Widget will show from your diary as long as the appointment label has been assigned in the diary appointments

Date	Displays the date of the appointment.
Subject	Shows the subject or title of the appointment for easy reference.
Label	Displays the appointment label (e.g., Meeting, Review, Annual Check-in) assigned during scheduling.
All	Option to display all appointments regardless of label or filter applied.
Invitees	Lists the people invited to the appointment, helping track attendees.

💡Tip

Use this widget to track, view, and manage appointments based on assigned labels, ensuring better visibility of your calendar events within AdviserLogic.

The Appointment Labels Widget pulls data directly from the Diary module based on the labels assigned to each appointment.

When you create an appointment in the Diary, you’ll see a Label field. Selecting or assigning a label (e.g., Review Meeting, Annual Check-in, Strategy Session) categorises the appointment by purpose.

👉 How it Works

Only appointments with an assigned label will appear in the Appointment Labels Widget.
The widget dynamically displays appointments, subjects, labels, dates, and invitees based on your Diary entries.
This ensures a clear, real-time snapshot of all labelled meetings and their statuses directly from your AdviserLogic Home screen.

💡Tip

Always assign a label when creating Diary appointments to ensure they appear in the widget for easier tracking and planning.

Adviser Home - Creating a Custom Widget

Review Meeting Management Widget

Adviser Home - Tasks Widget

Upcoming Appointments Widget

Email Group Management

How to Create a Custom Widget

Overview

​​Access

📌Note

​​​Creating a Custom Widget

👉 How it Works

🗂️Item

👥Client Search Groups Widget

​Client Search Groups Widget Fields and Functions

💡Tip

General Filters

Financial Filters

📌 Note

👉 For Example

Refine and Add Multiple Filters

Combining Filters for Accurate Client Searches

👉 For example:

📌Note

👉 Repeat the process to apply multiple filters.

📌Note

💡Tip

💡 Recommendation

✅Tasks Widget

📌Note

📂Task Pools Widget

🚧Important🚧

📌Note

🗓️Appointment Labels

🚧Important🚧

💡Tip

👉 How it Works

💡Tip

Access

Creating a Custom Widget

Client Search Groups Widget Fields and Functions