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 avai...

xplan

courtney.youngblutt

Xplan Expert

9 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

Valued Supporter

9 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
Xplan Expert
9 months ago
Thanks Dianne! Feedback lodged. The use case definitely makes sense.🤞

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