courtney.youngblutt
Iress Contributor
2 months ago🤓 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
2 months agoAwesome 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...