Blog Post

Xplan Hub

4 MIN READ

Kickstart 2025 with some Xplan housekeeping

courtney.youngblutt

Xplan Expert

11 months ago

Sounds exciting, doesn’t it? At the recent FAAA Congress in Brisbane, generative AI and data analytics were on everyone’s minds. I’d expect to see things like “increase automation,” “implement AI”...

Updated 11 months ago

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courtney.youngblutt

Xplan Expert

Joined 15 November 2023

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Xplan Hub

The tools you need to make the most out of Xplan.

primrose.foster

Advisely Team

10 months ago

Love the tackle your task list tip courtney.youngblutt, so many people don't realise how helpful Task Hub is and the new filters that help streamline the process too! Any tips on how you can save more time is a win.

XPLAN Adviser AutoSet Extracts

Is it possible to extract a report of all users and their AutoSet user options?

dianne.preece.0

4 months ago

33Views

1like

2Comments

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...

courtney.youngblutt

2 years ago

1.1KViews

10likes

50Comments

How to code birthday greetings in XPLAN

Hi Everyone, we are looking for assistance in coding the birthday email for clients. We need help with setting up coding so that the birthday greeting shows only the client who is celebrating their b...

ewkservice01

2 years ago

397Views

5likes

14Comments

Your Xplan optimisation questions, answered

I recently jumped onto Advisely to answer all your questions about optimising your advice document processes in Xplan.

sarah.jacobs

4 months ago

421Views

2likes

0Comments