laura.capozzi
Iress Contributor
30 days ago🤓Xplan Hint: Set your landing page
Did you know you can set your own landing page in Xplan?
Why?
Save time by being automatically directed to the page that you use the most, everyday.
Using a landing page automatically directs...
luke.watson3
Advisely Contributor
27 days agoThanks for sharing all your tips Courtney. This is exactly what XPLAN users/Advisers need that has been missing. I’m a big fan of XPLAN, but it took a lot of time learning its ability before I got there. Keep sharing away!
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Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...courtney.youngblutt16 days agoIress Contributor45Views2likes0Comments
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