kenny.foo's avatar
kenny.foo
Icon for Iress Contributor rankIress Contributor
5 days ago

🤓Xplan Hint: Getting fancy with client search

Did you know about client search prefixes? Not many users know about this, but you can search for clients using details aside from just their name. For example, if I want to search for clients with...
client engagement
clients
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
5 days ago

Awesome hint kenny.foo​ , but a missed opportunity to quote Liam Neeson in Taken (2008): "I will find you..."

Nonetheless, a great addition to our community's "very particular set of [Xplan] skills" 😉 

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