megan.bishop7
12 months agoNetwork Navigator
Sticky Notes
Are you able to have the sticky notes opened each time you go into client's portfolio?
- 12 months ago
Hi Megan, unfortunately not. Sticky notes by design are built to be unobtrusive. You could try a combination of using a noticeable colour along with the warning image and ensuring it is placed in a prominent spot.
rainier.reyes
Advisely Team
12 months agoThanks for the question megan.bishop7 ! Looking forward to seeing what the community can suggest.
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!
We’re glad you’re here – see you around! 😁
Recent Discussions
Adding attachment icon to Client Portal Messages
Hi Team Please can you consider adding an "attachment" icon like a paperclip to file notes sent to clients via the client portal that have an attachment to them? At the moment, and particularly i...sharyn.evans85 days agoActive Interactor18Views0likes1CommentLifestyle Assets in Client Portal Fact Find
Hi Team, We've just moved from a 3rd party platform that we used for capturing online fact finds, over to the integrated client portal fact find in Xplan. What we're saddened to see is that current...sharyn.evans86 days agoActive Interactor34Views2likes3CommentsWhy Financial Advice Accountability Legislation Needs to Change Now
After my article in the IFA on CSLR and the accountability gap we currently see in Australian financial advice, I have had a number of people ask what specific legislation needs to change to tighten ...tonybeaven7 days agoNetwork Navigator12Views0likes0Comments
Related Content
Completing file notes is never high on an adviser's 'like-to-do list'. They're a time-consuming task, often taking the better part of an hour each time. BUT - they are a necessary evil.
I'd lov...
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino.
What is the likelihoo...