courtney.youngblutt
Iress Contributor
Iress Contributor🤓 Xplan Hint: Search smarter from the Xplan search bar
Did you know you can search notes, workflow, policies, assets & portfolios straight from the Xplan search bar?
Need to find something quickly? Look no further than the top right-hand corner of Xpla...
rainier.reyes
Advisely Team
Advisely TeamAwesome hint courtney.youngblutt – the hidden power of the Xplan search bar strikes again!
Very interested to know who’s already using this for notes or workflows? Or is this news to most? 🤔
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Hi,
Does anyone have a suggestion on how they search a client on the new task hub within a saved task view?
I have resorted to CTL find (client name) – and the name often doesn’t come up (even th...
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...
