kenny.foo
Iress Contributor
16 days ago🤓Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities?
We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way!
In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.
1 Reply
- rainier.reyes
Advisely Team
You're saying there's a quicker way to move file notes than the trust ctrl+c & ctrl+v? 😲
Awesome little tidbit kenny.foo​ !
Recent Discussions
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt6 days agoIress Contributor16Views2likes0CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin19 days agoValued Supporter25Views4likes0CommentsForm type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...sarah.burke389 days agoActive Interactor71Views1like2CommentsThe Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...marklewin19 days agoValued Supporter54Views3likes2Comments
Related Content
Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...