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Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagBest Practice for Managing User Groups Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...Settings for client access to emails saved as Doc Notes Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...🤓 Xplan Hint: Don’t let yourself be the last to know Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...🤓Xplan Hint: Supercharge your Searches with Syntax Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...Risk Researcher - How can I update the owner to super fund for super-owned cover? Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...Thread linking to incorrect opportunity when there are 2 active opportunities. Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...Resolved🤓Xplan Hint: Datafeed provider balances Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer n...
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