margaux.bugante
11 months agoValued Supporter
Xplan Tasks: Cut-off time
Hi everyone! First time posting here :) Just wondering if there is a way to automatically add one day to a due date if the task was activated after business hours? For example, if a Prepare Plan task...
bridget.lowe
Iress Team
11 months agoHey margaux.bugante thanks for your question here. It would be awesome to find out how other Xplan businesses cater to this, too.
Recent Discussions
Best Practice for Managing User Groups
Hi Network đź‘‹ Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant th...michelle.butler.03 days agoNetwork Navigator5Views0likes0CommentsSettings for client access to emails saved as Doc Notes
Does anyone know if or how I can change the standard setting in the client email template so that: Client Access = No At the moment the default is set to yes (as screen shot below) ...rebekah.young3 days agoNetwork Navigator20Views1like2Comments🤓 Xplan Hint: Don’t let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didn’t know, or if you did know but haven’t bothered yet, you’re missing out! By subscribing, you’ll get an email in your inbox ...courtney.youngblutt3 days agoIress Contributor7Views1like1Comment🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.03 days agoIress Contributor29Views2likes2Comments