kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
2 months ago

17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!

If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...
practice management
xplan
bernadette.shiels's avatar
bernadette.shiels
Network Navigator
2 months ago

Could you please point me in the right direction on how to send a generic email, with attached, to a specific list of clients in xplan on a given date.

kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
2 months ago

Hi bernadette.shiels​ ,

The "Email Clients" module in Learning Centre shows you how to do this.

When sending the email, you have the option to attach files and to schedule a send time.

 

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