Best Of
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Re: How to automate unsubscribes in Xplan
https://community.iress.com/ic/discussion/19995/xmerge-syntax-email-syntax?utm_source=community-search&utm_medium=organic-search&utm_term=unsubscribe+link Found it!1 -
Re: How to automate unsubscribes in Xplan
Hi @jessica this is a great feature. How do you create this link? Add an unsubscribe link to your email template: include a dynamic unsubscribe link in your marketing emails. When a client clicks it,…2 -
Re: 🤓 Xplan Hint: Automatically file your emails to Xplan from gmail, outlook or any email client
Thanks @courtney.youngblutt1 -
Re: How the latest Doc Notes features supercharge your workflows
Thanks so much for sharing Brett! Really appreciate the input.1 -
Re: How the latest Doc Notes features supercharge your workflows
To answer your question directly: Yes, this is an area the product team is actively exploring. I have passed on your comments to the product team to add your support for this to be considered. If you…1 -
Re: How the latest Doc Notes features supercharge your workflows
Nice to see Doc Notes get some attention this past year. It's not the most exciting Xplan feature, but it is perhaps the most important. One feature we are often asked about is the ability to do…1 -
Re: How the latest Doc Notes features supercharge your workflows
There is an option to do this through a specifically targeted xmerge template - it then provides you with an output of the attachments and note content - you can attribute parameters for a date range…1 -
Unlocking the full potential of WealthSolver
In this WealthSolver guide, our client solutions experts take you on a deep dive into your platform setup. Inside, you will discover how to master: Back-end calibration: Configure your Approved Produ…2 -
Re: 🤓 Xplan Hint: Compare Xtools+ Scenarios
So quick and easy, yet packs a punch when demonstrating the value of advice - particularly if you compare the current situation, if the client changes nothing at all, against your recommendation! ?1 -
Re: Automating workflows? Let me count the ways
This is great. We use everyone of these features in our business and have built our process out and automated a significant amount of our work. we’ve commenced the journey from establishing a new cli…1
