Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan?
We know some menus in Xplan require several clicks to get to - you can create your own shortcuts to these by saving them to your Links page.
Next time you find yourself searching for a menu item that you use frequently, hit the star icon. Now it is saved as a favourite under the ‘My Links’ menu, making it easily accessible and saving you clicks next time you need to use it.
Are you a datafeed administrator who checks the Platform Summary or Reconciliation Summary screens daily? Star it! ⭐ Do you manage xmerge templates for your team? Star it! ⭐Are you an insurance adviser who frequently accesses the Policy Search screens? Star it!⭐
What menu items are you going to star? ⭐⭐⭐
