đ¤Xplan Hint: Whatâs that? Thereâs predictive search functionality in advanced searches now?
Loving this new feature, making it so much easier! Thanks so much courtney.youngbluttâ.
Any chance we can get another win with being able to share MFC with specific groups? This would be helpful too!
Thanks again!
- courtney.youngblutt2 months ago
Xplan Expert
Lovely to hear from you colleen.tree2â 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 â 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.
- Donât be shy! You donât 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!
Weâre glad youâre here â see you around! đ
Recent Discussions
Things to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone đ Iâm looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to ...michelle.butler.010 days agoActive Interactor31Views2likes4Commentsđ¤ Xplan Hint: Auto update fields against both the client and the partner record
Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the âIs joint? = Yesâ field When creating a thread or...courtney.youngblutt14 days agoXplan Expert7Views1like0Commentsđ¤Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this h...kenny.foo14 days agoXplan Expert12Views1like1CommentBest practice for linking Entities in Xplan
Hi there đ Iâm seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. Itâs been a while since Iâve needed to do this, so I want to make ...michelle.butler.015 days agoActive Interactor27Views3likes2Comments