Have you heard about Xplan's consent function? It's an area that has been around for a while, but it's severely under-utilised (in my humble opinion).
Here's a quick video on how to record a consent item in Xplan and link your file note. Additionally, we've included some valuable tips on incorporating this process into your client review procedures:
Updated 12 months ago
Version 2.0
jessica.lamb
Advisely Partner
Advisely Partner
