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Thread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementation thread, it had linked incorrectly to the review thread which had not been commenced (no tasks completed), not the opp I had been working through. I was able to unlink it from the case connected to the review opp and link it to the case connected to the ad-hoc opp however I don't understand why it happened in the first place and how to ensure that in situations where there are 2 active opps, the threads link to the correct one.
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michelle.tarr
7 days ago Place Discussions
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🤓Xplan Hint: When your file notes need a new home
Did you know that you can move file notes between entities? We still hear (to our collective horror) about users moving file notes between entities by copying and pasting. But there’s a much quicker way! In the file note’s ‘Related’ tab, just click on the Add button to add other entities, and use the chain link button to link/unlink the note from any entity.
kenny.foo
2 months ago Place Discussions
36Views
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What's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone knows where the business is headed and how their role contributes, momentum builds. 👉 What’s one key focus for your advice practice this year? 👉 How are you getting your team on board with your vision? Keen to hear everyone's perspective!
Darren.Smith
6 months ago Place Discussions
75Views
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Start here: Let's introduce ourselves!
Welcome - we're so glad you've joined the Advisely community! 😁 Let's play a fun game and get to know each other better! 🕹️ The rules are simple: Find the latest comment and hit Reply, then comment to say hi! 👋 to this user. You'll then introduce yourself in a new post with: What's your name? Where are you based? What do you do? Are you an adviser? Paraplanner? CSO? Interested individual? When did you enter financial advice and why? Share a random thought/fun fact etc! Let's go 💪
Advisely-Team
6 months ago Place Discussions
174Views
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Welcome to the Advisely community!
Welcome to the Advisely Community! Here, financial advice professionals like you from all walks of life come together to share their knowledge, discuss ideas, trade answers to questions, and talk all things growth and efficiency. Get Started To help you get familiarised with the different boards and navigate around, we've written this 'Getting Started' guide, check it out! The people behind the Community If you're curious about who might be posting in the Community, look no further: Community Managers, Moderators, and Advisely Staff You can distinguish them by the Advisely logo next to their username and the rank title they have. Find out who they are here. Advisely Contributors Our expert partners and adviser board contributors are responsible for delivering all the great stuff you read and watch here. Find out who they are here. Iress Team The Iress team are also very active in the community and are here to provide support and listen to feedback on all things Xplan. Advisely Community Members That's you! What’s great is everyone helps everyone else, regardless of rank, knowledge, or experience. After all, that’s what a good community is all about. Here's some tips when posting in the forums: Always be respectful and polite to other users If a reply helped you, consider marking it as a solution so other users can find it more easily It's good to familiarise yourself with our Community Guidelines If you have any support issues with Xplan, it's always good to raise a ticket in Iress Connect first. In the meantime, you can search the discussions for users posting about the same issue first before starting a new thread. Keep an eye out for our 'Ask me anything' threads – these are live discussion events where you have direct access to pose your questions to industry and Xplan experts during a set period of time. Find out when the next one is here. Don't be shy to contribute! Many people have questions about best practices in advice or Xplan. Remember, you don't need to be an expert to answer some of these questions! You can introduce yourself and meet other Community users here! See you around 😁
rainier.reyes
6 months ago Place Discussions
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