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🤓 Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to…
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🤓 Xplan Hint: Controlling the name of your xmerge outputs
Did you know you can control the filename of your xmerge outputs? Are you all too familiar with opening attachment after attachment with the default ‘reportout-5583-4567’ generic filename when trying to locate a specific document? If so, then you are doing things the hard way. By adding a simple line of code to your…
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🤓 Xplan Hint: Client List - generating a report
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into a CSV file. What's even better is the newest available feature that will export the exact columns you have in your client…
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🤓 Xplan Hint: Search smarter from the Xplan search bar
Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar? Need to find something quickly? Look no further than the top right-hand corner of Xplan. I’d guesstimate that 95% of Xplan’s users only ever use this function to search for clients or to access saved Advanced…
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🤓 Xplan Hint: Shortcut your favourite menu items
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…
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🤓 Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select…
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Kickstart 2025 with some Xplan housekeeping
Sounds exciting, doesn’t it? At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI” and “delve into business intelligence” at the top of most financial advice practices’ list of new year’s resolutions as we move…
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Doc Notes uplifted for better navigation and sorting
Iress has heard your feedback about wanting doc notes to be more manageable. So, they're adding new features around note pinning, making bulk note updates, merging multiple notes, note tagging, and linking entities and workflows within notes. Take a look and comment to let us know what you think. For more information about…
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All your file note questions, answered
Iress product manager Zita White recently jumped onto Advisely to answer all your burning Xplan Doc Notes questions. She covered everything from how to best maximise the search functions to dictation of file notes in Xplan. Here are five of the most interesting conversations that came out of their AMA: Q: Is there any…