cathy.kildea's avatar
cathy.kildea
Valued Supporter
2 years ago

User Email Signature coding for Emails

Hi everyone, I'm very new to setting up email templates and have read everything I can find so far with no luck on how I can draw in Adviser signatures set up in Xplan by going through the followin...
cathy.kildea's avatar
cathy.kildea
Valued Supporter
2 years ago

Thanks Rainier.  I will do.  I thought Iress Connect was only if we had error messages so I'm learning more already. :)

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
2 years ago

No worries at all, Iress Connect is there for all your support needs!

However, keep posting here on Advisely to know how others are using Xplan efficiently. For example, check out our upcoming AMA here with zita.white for all things doc notes!

Recent Discussions

Related Content

Xmerge coding query

Might be one for you courtney.youngblutt​. Can you adapt this code to display the previous month?  <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...
luke.watson3Discussions