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 your eye to what's most important to you in your role. How? Select preferences from below your name; Navigate to General; Select from the options available in the “Start Page After Login” drop down menu...you’re all done. As easy as that. But, check your site and capabilities, because some sites might restrict what you can do and see. Now when you login to your Xplan site, you will be automatically taken to the page you use the most. You can read more about other ways to customise your preferences here: Micro Learn - User Preferences.

Thanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬

Thanks 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!

laura.capozzi

Xplan Expert

6 months 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 your eye to what's most important to you in your role.

How?

Select preferences from below your name;
Navigate to General;
Select from the options available in the “Start Page After Login” drop down menu...you’re all done.

As easy as that. But, check your site and capabilities, because some sites might restrict what you can do and see.

Now when you login to your Xplan site, you will be automatically taken to the page you use the most.

You can read more about other ways to customise your preferences here: Micro Learn - User Preferences.

xplan

2 Replies

luke.watson3
Advisely Contributor
6 months ago
Thanks 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!
rainier.reyes
Advisely Team
6 months ago
Thanks for sharing laura.capozzi! Always a good feeling to be able to choose where you land 🛬

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