Network Navigator

2 months ago

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
2 months ago
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

🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher
Did you know Risk Researcher now enables you to document client consent for insurance commissions? As many of you know, from 9 July 2025, advisers providing personal advice on life insurance will n...
courtney.youngblutt
Iress Contributor
6 days ago
xplan
34Views
2likes
0Comments
Enhanced fact find
I see the UK has a more modern and updated version of a fact find in Xplan. Alis this update coming to the Australian market??courtney.youngblutt (Your my go to!)
luke.watson3
Advisely Contributor
7 days ago
xplan
51Views
2likes
2Comments
Want to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...
lachlan.fuller
Iress Contributor
12 days ago
client engagement
clients
practice management
technology
xplan
118Views
6likes
5Comments
🤓 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.youngblutt
Iress Contributor
19 days ago
xplan
27Views
2likes
0Comments