Thread / Task - How to create report

Hi all, We utilise a thread for our review process that indicates different tasks such as: Conduct review meeting Update XPLAN and conduct research Lodge paraplanning request Complete SOA...

practice management

rainier.reyes

Advisely Team

3 months ago

What a great question sandy.wong ! Looking forward to hearing what the community has to suggest.

I might also call out that we have Iress Xplan expert courtney.youngblutt online tomorrow 31 July @ 3pm AEST to answer your Xplan best practice questions in the AMA forums here. Might be worth posing this same question there?

As always, you're also free to reach out to raise a ticket in Iress Connect so that Xplan support can take a look too.

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!