sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
5 months ago

9th Apr AMA: I'm Sarah Jacobs, Xplan optimisation expert and product manager, Ask Me Anything!

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? For example, curious about how to optimis...
advice production
xplan
sally.hanley4's avatar
sally.hanley4
Valued Supporter
5 months ago

Don't have a specific question but am keen to log in as always looking for tips to make our current process more efficient. We are using managed field content better than we have previously, so wondering if there is other functions we can utilise to streamline or automate the process further. 

sarah.jacobs's avatar
sarah.jacobs
Icon for Iress Contributor rankIress Contributor
5 months ago

I should also add, that some of my colleagues are also regularly sharing great Xplan hints in Advisely - so definitely keep an eye out for those!

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