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.

technology

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.

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Filing emails in Xplan

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