Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
When a task is completed, is it possible to have a note added the relevant client with the pdf merge of the comments and task description?
Also is it possible to allocate a single task to multiple clients and then control how the note is saved?
Also keen for new Outlook add-in that works with the new Outlook and available for online and offline version.
Iress ContributorIs it possible to allocate a single task to multiple clients and then control how the note is saved?
While a single task cannot be allocated to multiple clients - a task template can.
List your clients and select the action arrow, then Add Task To All. How the associated note is saved would be set at the template level, so unable to be controlled per client.
Not sure if that is helpful or not without knowing the specific use case, but I hope so.
