zita.white's avatar
zita.white
Icon for Iress Team rankIress Team
11 months ago

AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
technology
xplan
genevievegibson's avatar
genevievegibson
Curious Observer
11 months ago

Hello Zita,

Ian Henry is selling his business at the end of the financial year 2024.

What would be the process to get a mass download of file notes stored in Xplan?

Welcome to this AMA thread!

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Looking forward to all your amazing questions and let the asking begin!

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