Good morning Team, Has anyone had any luck using editable form controls in an XMerge-generated File Note template? We’re looking to create a checklist using controls such as checkboxes or Yes/No drop-downs, but have found that XMerge appears to strip HTML form elements when generating the document. Has anyone found an…
Good morning, Just wondering whether there is a way to add or remove a Review Responsibility in bulk. I’m aware that we can use the Modify All function on a saved search list; however, the only option available appears to be Change Review Responsibility, which reassigns the responsibility to another user. What I’m hoping…
An advice process is much like a piece of string: it has a start, an end and a lot of knots. Around nine months ago, we moved back to Xplan with a simple goal: reduce duplication, bring more of our advice process under one login and make life easier for the team. I took a closer look at cases, threads and tasks, then…
It appears that when entering a Published Accommodation Deposit value in XTOOLS+, the value cannot be changed over time. For example, if the Published Accommodation Deposit as advertised today at say $690k is entered, but the client is not expected to enter Aged Care for a further 10 years, the model will still show the…
I have used Xplan throughout my entire career as an adviser and, to be honest, I didn’t like it for a long time. It wasn’t until I took ownership of the software and invested the time it deserved that our business truly began to reap the benefits. For a long time I held the mistaken belief that our licensee ran and…
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