graeme.ryan
3 months agoNetwork Navigator
Filing emails in Xplan
I am having difficulty saving emails, both sent and received, to my clients files in Xplan. Something has changed my functionality in the last 6 weeks or more.
1 Reply
- rainier.reyes
Advisely Team
Thanks for your question graeme.ryan . Unfortunate to hear that you're having difficulty - you will probably receive much better assistance by submitting a support ticket through Iress Connect here.
Recent Discussions
At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release f...lana.graham11 hours agoIress Contributor16Views1like0CommentsBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.021 hours agoNetwork Navigator14Views2likes1CommentSettings 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.young4 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt4 days agoIress Contributor14Views1like1Comment
Related Content
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino.
What is the likelihoo...