courtney.youngblutt
Xplan Expert
4 months ago🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...
colleen.tree2
4 months agoCurious Observer
Loving this new feature, making it so much easier! Thanks so much courtney.youngblutt.
Any chance we can get another win with being able to share MFC with specific groups? This would be helpful too!
Thanks again!
- courtney.youngblutt4 months ago
Xplan Expert
Lovely to hear from you colleen.tree2 and so glad you are enjoying the new feature. I agree that being able to set Managed Field Content to be shared with specific groups only would be useful. I have raised this feedback item with the team for you. Thanks for posting!
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
We’re glad you’re here – see you around! 😁
Recent Discussions
🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...courtney.youngblutt1 month agoXplan Expert194Views3likes14CommentsSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young1 month agoNetwork Navigator84Views1like3Comments🤓Xplan Hint: Why not try a dynamic benchmark?
Are you using Benchmark Sets in your Cases? Have you found that sometimes, some benchmarks are simply not applicable or relevant to the client's scenario? For example, why would you complete a Risk R...laura.capozzi1 month agoXplan Expert34Views0likes1Comment
Related Content
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...
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There we...

