Forum Discussion
courtney.youngblutt
Iress Contributor
Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...
📚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 were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
When a task is completed, is it possible to have a note added the relevant client with the pdf merge of the comments and task description?
Also is it possible to allocate a single task to multiple clients and then control how the note is saved?
Also keen for new Outlook add-in that works with the new Outlook and available for online and offline version.
- courtney.youngblutt
When a task is completed, is it possible to have a note added the relevant client with the pdf merge of the comments and task description?
Yes, this is absolutely possible and a great way to make the detail help in key tasks easily accessible via notes. You can code an xmerge template to bring through the task details and set it to merge on task completion. See this article in Community for help with the code and how to set it up Xmerge syntax for 'completed' Tasks.
I’d recommend using a note template with easily identifiable types, subtypes or tags to ensure you can easily filter in/out the notes created and also consider whether every task needs to be saved, or only key tasks in your process.
- courtney.youngblutt
Is it possible to allocate a single task to multiple clients and then control how the note is saved?
While a single task cannot be allocated to multiple clients - a task template can.
List your clients and select the action arrow, then Add Task To All. How the associated note is saved would be set at the template level, so unable to be controlled per client.
Not sure if that is helpful or not without knowing the specific use case, but I hope so.
- courtney.youngblutt
Keen for new Outlook add-in that works with the new Outlook and available for online and offline version.
Thanks for this also - I’ve raised a feedback item on your behalf. If I find out any more information related to this I’ll come back and post here for you.
- courtney.youngblutt
blake.tooth3, I have just had confirmation that we are working on a plugin to cater for the new outlook, this will be able to be used in the desktop version and online. Keep on eye on the release notes.
Thanks!
Not sure if this should be in its own thread, but I got a notification saying I need to update XWord, but it looks like the installer needs some work as it gets confused with the two different program files sections for new versions of MS Word -> are you able to confirm if this is being fixed?
Thanks again
Blake
