dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
5 months ago

Secure messaging between Xplan users

I've been asked about activating a Xplan instant messaging between users feature on our site but I'm not aware of this feature and cannot locate anything on this in Community. Apparently, it was available a few years ago.

Does such a feature exist?

xplan

8 Replies

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    💡 If anyone else also thinks this would be a good idea, feel free to comment here so we can capture your feedback as well.

  • luke.watson3's avatar
    luke.watson3
    Icon for Advisely Contributor rankAdvisely Contributor
    5 months ago

    This is a great idea, but needs to be implemented in a ease of use manner, the easier to use, the more uptake you will have. The old messaging system looks very clunky. I think times have changed significantly since 2019, and this would be a really useful tool.

    • courtney.youngblutt's avatar
      courtney.youngblutt
      Icon for Iress Contributor rankIress Contributor
      5 months ago

      Thanks Luke! I've logged this feedback as well. Appreciate you taking the time to comment.

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    Hi Dianne, the official Xplan Chat Feature was disabled in 2019. This decision is based on usage stats of the Chat feature plus feedback received regarding its usefulness. No plans at this stage to reintroduce traditional chat messaging

    There is the ability to send users a message via the notification bell - see the quick screen grab below.

    If you think Iress should look at reintroducing a chat function we'd be happy to hear more from yourself and others on how you would use this.

     

     

    • dianne.preece.0's avatar
      dianne.preece.0
      Valued Supporter
      5 months ago

      Thank you for your prompt response Courtney.

      To enhance the security of communications between our Paraplanners and advisers, we request consideration of an 'instant messaging' feature on Xplan. This feature would prioritise greater privacy protection and address increasing cybersecurity risks. It would become the primary communication method for our Paraplanning Team and ideally include the capability to download communication transcripts for our records

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    5 months ago

    How does Iress capture your product feedback? And where does it go?

    Iress revamped it's feedback process to enhance how customer feedback is captured, distributed, synthesised and tracked.

    Check out this podcast where kerry.ong explained the feedback process in a little more detail 

    Your feedback certainly isn't going unnoticed, so keep it coming!

    Episode available here: 

    Apple
    Spotify
    YouTube

     

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