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Most RecentNewest TopicsMost ViewedMost RepliesMost LikesNo Replies YetTagged:Tag🤓 Xplan Hint: Email Signatures That Stick! Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...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: Why not try a dynamic benchmark? Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...Customising Widgets Good morning all, Is there a way to update the column headers for a Task Widget? Can we simplify and remove some of the default fields showing? Thank you, Margaux 🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...🤓 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: Tracking Super Contributions Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...
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