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Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:TagXmerge coding query Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...🤓 Xplan Hint: Policy Search Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...🤓Xplan Hint: Speed up with Xtools+ scenario templates Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...🤓 Xplan Hint: Shortcut your favourite menu items Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...Ability to make API calls using a Planner Central license Hello All, I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license. We are contemplating making API calls to Xpl...🤓Xplan Hint: Set your landing page Did you know you can set your own landing page in Xplan? Why? Save time by being automatically directed to the page that you use the most, everyday. Using a landing page automatically directs...Xplan Client Access Temp Passwords Is there an underlying Client Access password default expiry timeframe even if not added in Settings? We have a number of clients unable to access getting the message "incorrect username or password"...
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