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🤓 Xplan Hint: The Xmerge Library in Iress Community
For all you coders out there, did you know there is a dedicated Xmerge Library in the Iress Community that houses a collection of pre-built templates, code snippets, and technical guides? Most site admins and paraplanners have felt the frustration of staring at a blank Word document trying to remember the exact syntax for…
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🤓 Xplan Hint: Xplan Training Guides
Did you know you can easily access a ton of Xplan Training Guides for download via the Iress Learning Centre? ☑️ Keep close by as an easy reference. ☑️ Share with new team members to help get them up to speed. ☑️ Use as a basis to conduct your own internal upskilling sessions. Everything from new user basics to complex…
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🤓 Xplan Hint: We heard from you that a recent change to email signatures inadvertently caused a few challenges in some edge cases - so we fixed it.
𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗻𝗼𝘄 𝘁𝗼𝗴𝗴𝗹𝗲 𝘁𝗵𝗲 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 "𝗙𝗿𝗼𝗺" 𝗲𝗺𝗮𝗶𝗹 𝘀𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲 𝗼𝗻 𝗼𝗿 𝗼𝗳𝗳? You now control whether the personal signature for the "From / Override From" user is added to your email. A new option appears when composing or configuring emails: Include “From” or “Override From” address personal email signature…
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🤓 Xplan Hint: Customising the "View Source" Screens
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…
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🤓 Xplan Hint: Automating Client Portal Communications
Did you know you can automate secure communications and report delivery to your clients via the Client Portal using Scheduler? By combining a file note template with portal access enabled and an Xmerge template with specific settings, you can "set and forget" recurring activities like quarterly portfolio reporting or FSG…
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🤓 Xplan Hint: Importing formatted data via CSV into rich text fields in Xplan
Have you ever imported text into Xplan - perhaps it’s strategy text or an update to existing wording in your advice template - and you end up spending more time fixing formatting then you did writing the text? Did you know you can import formatted text (bold, italics, underline) into Xplan fields? Standard CSV (Comma…
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🤓 Xplan Hint: New filters for Review
Have you seen the new Review Group filter options in Xplan? Get rid of the clutter and allow yourself to focus on what matters. 🚀 Filter by Status, Responsibility or Date Due (from/to). 🚀 Easily exclude Completed and Cancelled reviews. 🚀 You can even multi-select statuses so you can select more than one! Improved usability…
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🤓 Xplan Hint: Leveraging life stages via automated birthdays
Did you know you can have Xplan automatically send personalised birthday messages to your clients without lifting a finger? Why? Sending a personalised birthday message can deepen your connection or even reconnect with a client you haven't spoken to in a while. Plus, by tailoring the message to their specific life stage…
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🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signature The system now guarantees the signature always matches the sender based on the chosen 'From address' It ensures consistency…
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The seasonal menu
As any executive chef knows, earning a Michelin star is one thing; keeping it is the real challenge. A five-star restaurant doesn't become the best and then stop. It retains its star by relentlessly pursuing perfection. It adapts. It refines. It evolves. It introduces a seasonal menu. In your Xplan practice, this is the…
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Checking the pass
I don't know about you, but I enjoy the drama of watching an episode of Hells Kitchen just to see that infamous celebrity chef lose his cool and throw a plate full of food at his up-and-coming potential protégés. But let's be real here: drama can stay where it belongs, which is on the TV and not in Xplan. So why let Xplan…
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🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insurance policies - it enables targeted searches that would be difficult to achieve with regular advanced search criteria. Ever…
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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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🤓 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…