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UK Wealth: Did you know? Knowledge Base
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- New to Xplan? Quick Nav and links ensures your most used content is easy to access
New to Xplan? Quick Nav and links ensures your most used content is easy to access
on
19-02-2025
01:50 AM
- last edited on
14-05-2025
03:20 PM
by
tanya.robinson
Labels:
New to Xplan? Learn how Quick Nav can help you get to your most used content quickly and easily.
This video will show you:
- Search for any area of Xplan and bookmark for future access e.g. Tasks, Diary, Invoicing
- How to tailor 'My links' so your most relevant content is easy to find
Video: 2 mins 7 seconds
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