kenny.foo
Xplan Expert
2 months ago🤓Xplan Hint: Link to another Xplan page
Did you know you can add hyperlinks to another page in Xplan?
This is useful if you want to direct users in Xplan to another client or wizard page. One example is if you want to direct a user to the job queue after completing a wizard doc merge, so they can see where they are in the queue.
Check out this Community piece for instructions.
Can you think of other ways to use this feature? Let us know!
No RepliesBe the first to reply
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.youngblutt9 days agoXplan Expert170Views3likes14CommentsSettings 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.young16 days agoNetwork Navigator65Views1like3Comments🤓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.capozzi17 days agoXplan Expert15Views0likes1Comment
Related Content
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...
Did you know that there is an element that summarises Super Contributions. It gives you a clear and consolidated view of your client's superannuation contributions, making tracking and compliance ea...

