laura.capozzi's avatar
laura.capozzi
Icon for Iress Contributor rankIress Contributor
8 months ago

AMA: I'm Laura Capozzi, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Do you have a burning question about Xplan Cases? Need help with how to best track ongoing service through Xplan Workflows? Join me here on Thursday 26th September from 3pm to 3:30pm. With over 1...
advice servicing
xplan
Alyssa.Erickson43062's avatar
Alyssa.Erickson43062
Social Sightseer
8 months ago

Hi Laura, 

Thank you so much for your response. 

If we are not using cases, are we still able to set up a thread workflow to automatically activate 30days prior to review and send an email? 

laura.capozzi's avatar
laura.capozzi
Icon for Iress Contributor rankIress Contributor
8 months ago

Yes, absolutely!!

  • Alyssa.Erickson43062's avatar
    Alyssa.Erickson43062
    Social Sightseer
    8 months ago

    Terrific! Do you have any materials that would assist me in creating? 

    • laura.capozzi's avatar
      laura.capozzi
      Icon for Iress Contributor rankIress Contributor
      8 months ago

      Based on the feedback from today's AMA, we will draft up some tips and tricks and make it available in Community shortly for you.

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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