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 these updates, read more here.
Want the full list of updates? You can download the Product Roadmap, or for a deeper dive, watch the webinar recording here.
Published 8 months ago
Version 1.0Advisely-Team
Advisely Team
Joined 25 October 2023
Xplan Hub
The tools you need to make the most out of Xplan.