Did you know you can configure the specific fields that appear when you click through to see more information on an Asset, Liability, Existing Fund, Annuity or Insurance record from the Net Position screen, a dashboard widget or the "View Source" option from an income or expense record?
Clicking through from the net position screen to see more detail or, using the magnifying glass on the cashflow screens to jump to the underlying asset detail is a great shortcut. However, if that "View Source" screen is cluttered with fields you don't use, or missing the ones you do, it just adds to the mental load.Â
Many site admins assume this view is a fixed system default, but it is actually a configurable interface that can be tailored to match your practice's specific data requirements.
As a site admin, with "Edit Interface" capability, have you noticed the “Edit default product view” menu option on the left hand side? (If you haven't, you are definitely not alone!)
- Navigate to Admin > Interface in the left hand menu.
- Select Edit default product view.
- Choose the Product Type (e.g., Asset List) from the dropdown.
- Use the edit and arrow icons to add, remove, or reorder the fields.
- Click Save at the top of the page.
Once saved, any time a user clicks "View Source" from the cashflow summary or accesses an asset via a dashboard or the net position screen, they will see your newly optimised layout.
đź’ˇ Pro Tip: This configuration is a "hidden gem" because it also controls the view for other areas of Xplan, such as when a plan screen is viewed via a New Business record. If you have spent time customising your main Asset screens to be clean and efficient, it is worth mirroring those changes here so the user experience remains consistent regardless of how your team navigates to the data.
Has anyone else stumbled across this menu before, or are there other "hidden" interface settings you have found useful for streamlining data views?
