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🤓 Xplan Hint: Link to another Xplan page
Did you know you can add hyperlinks to another page in Xplan? This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to the job queue after completing a wizard doc merge, so they can see where they are in the queue. Check out this Community piece…
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From the takeaway counter to silver service
A five-star restaurant is only as good as its team. You can have the best ingredients and the most refined recipes, but if your team can't deliver, the experience falls flat. This is where you, the Xplan Site Administrator, come in. You're the head chef or the maître d'; the "master of the house" who’s responsible for…
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The brigade system
Have we piqued your appetite yet? Now that you have had the amuse-bouche, it's time for the entree. Let's now look at how to meticulously structure user hierarchies, groups and access levels so every team member can work efficiently and flawlessly within their designated station. Stations, everybody! Have you ever had to…
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🤓 Xplan Hint: Stop Scrolling and Master Your File Notes
How often does this happen? You open a client file and spend the first five minutes scrolling through years of note history, desperately looking for that one critical note or maybe all the notes related to a specific topic. Using Notes effectively isn't just about capturing the note. It's about making it findable for you…
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Your kitchen non-negotiables
We’ve talked about mindset and what it takes to truly be an Xplan champion. But before you can start serving up five-star advice, you need to get your kitchen in order. In Xplan, this means building solid foundations to establish how your site operates. Without a consistent foundation, your data will be inconsistent, your…
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🤓 Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect…
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The executive chef mindset
Do you struggle with getting Xplan to work in your business? Does it feel like everyone in your office is doing their own thing, making it hard to tell where a client’s at or where important notes are kept? If this sounds like you, you might be missing an “Xplan champion” in your business. The Xplan champion is key to…
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🤓 Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this…
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The recipe for a five-star client experience
In our new Advisely series, we’re going to focus on what all great Xplan site administrators do to ensure the sites they manage are the best of their kind. Great Xplan administrators possess a deep understanding of the system, enabling them to transform their sites into paragons of efficiency. We will highlight what these…
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Transform your advice conversations with Visualise
What is Visualise? Visualise is a client engagement tool which leverages Xplan’s CRM and modelling tools in a modern and easy to use interface. Advisers can use visualise to help their clients better understand their financial position, possibilities and recommendations. Why should you use Visualise? * Client engagement:…
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Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
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18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. That’s why I'll be live here in the Advisely AMA forum to answer your best practice questions, hear your feedback and clear up any curly…
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🤓 Xplan Hint: Use task outcomes to automatically update fields
Did you know you can use a task outcome to update fields in Xplan? That’s right, you don't need to click through pages to update fields, then come back to the task to mark it as done - simply complete the task and have it update the fields for you! Imagine you have a process where every new prospect is asked to log in to…
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Download now: Your guide to data in Xplan
In every advice practice, data underpins everything: from client engagement to compliance. But messy records slow things down, create risks, and erode trust in your reporting. That’s where getting your Xplan data right makes the difference. This best-practice guide from Iress Xplan experts shows you how to take control,…
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Your one-stop automation shop
If you’ve ever wished Xplan could just “do it for you,” Scheduler is your answer. It’s the engine behind the scenes that runs tasks, sends communications and triggers processes exactly when you need them. What Is Scheduler? Scheduler is Xplan's time-based automation tool. You set the rules and it does the rest – no…
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🤓 Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced…
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🤓 Xplan Hint: L is for Learning
Did you know that accessing the Iress Learning Centre is now as simple as finding Help in the Iress Community? Yep, you all loved H for Help so much that we went ahead and introduced L for Learning. You saw " H for Help " and asked, “Why not have a similar feature to direct the users to the Iress Learning Centre?” We…
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Let the system do the heavy lifting
Have you ever thought, “I wish this task could just run itself?” Well, Xplan has you covered. With automation built into Task Templates and Case Threads, you can streamline your workflow and let Xplan take care of the grunt work so you can focus on the advice. What can be automated? Here’s just a taste of what a single…
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Your data glow-up: keeping it sparkling clean
You've wrangled those dirty data monsters and scrubbed your datasets sparkling clean. Now, let's talk about keeping them that way! Because who wants to constantly be on a data cleanup crew, right? It's time to put on our data hygiene hats and delve into some strategies for maintaining that pristine data perfection.…
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🤓 Xplan Hint: Validate data with Regex
Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats,…
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14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how…
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12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new…
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🤓 Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?
Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format. First, figure out which…
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Let Scheduler do the heavy lifting for you
Whether they’re Cases or standalone Threads, using Workflows can be a powerful tool in Xplan to help increase efficiency and productivity in your day-to-day business activities. But what if we could make it even more powerful by using Workflows in conjunction with other functionalities of Xplan? Onto the stage steps…
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🤓 Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular…
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My garden and Xplan datafeeds: it's all about the weeding
I am wondering if your garden looks like mine in this cold Melbourne July. Three months ago, it was spic and span; weeded and beautiful. It was a little early to plant the bulbs I’d dutifully purchased. And then the first few weeds showed up, and I thought, “I’ll get to you a little later.” Then I went away for a few…
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🤓 Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, you’ve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! You’ll…