on 16-01-2020 12:46 PM
Throughout 2019, in direct response to user feedback and following twelve months of user input and testing, we introduced a new Xplan navigation making Xplan more efficient, intuitive and easier to use. Across different version releases, users were given the option to continue using the classic Xplan navigation or use the new navigation, with 90% choosing the new. During 2019 the changes were rolled out in stages:
What this means for users
For your convenience, we have drafted a message you can use to communicate the change to your users. This email template is suitable for all sites upgrading to versions between 19.4 and 19.11.97.
We highly recommend you communicate the change directly to your users in advance of the upgrade date you've selected. Doing this will mean those operating in classic navigation can access the resources ahead of the upgrade.
Copy and paste the below email into your own email template, and update the text highlighted in red (the date of your upgrade and your version).
________________________________
Iress has made significant improvements to Xplan’s navigation in direct response to feedback from users and following twelve months of user input and testing, as part of Iress Labs.
The main improvements include:
On {DATE}, we will be upgrading to Xplan version {VERSION NUMBER} and the new Xplan navigation will be the default. You will also have access to the Iress Community - a single source of Xplan information including searchable help, training videos, real-time updates and access to Xplan product experts and tips and tricks from other Xplan users.
When we upgrade in future to version 19.12 or later, the new navigation view will become standard for all users, with the classic navigation option removed.
In the meantime on version 19.11, you are able to toggle between the two navigation experiences if you wish (go to My Preferences, and then click on the button to change your Labs preference to Yes or No).
There are some helpful resources to assist you to become familiar with the new navigation (and the Iress Community) in advance of the upgrade.
Please note that while you can access these resources you can only register for the Iress Community once our site has upgraded on {DATE}.
Iress is a technology company providing software to the financial services industry.
Our software is used by more than 9,000 businesses and 500,000 users globally.