graeme.ryan's avatar
graeme.ryan
Network Navigator
3 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.

technology

1 Reply

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    3 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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