🤓 Xplan Hint: Client Portal Config at your fingertips
Did you know you now have access to configure your Client Portal from right within your Xplan site? With the release of the Client Portal Content Management System (CMS), you are now able to update the configuration settings for each of the Client Portal sites that you manage, without the need to go through Iress Connect or your Account Manager, saving you time and providing you with the flexibility to make updates and changes easily and conveniently, in real time, any time you like! Navigate to Admin > Site > System Settings then Access > Client Access > Configuration. Click to Launch Client Portal Site Configuration. Check out the Iress Community Article, 'Configuration Management in Client Portal,' for all the details or watch this quick video guide in the Iress Learning Centre. ‘Client Portal Configuration’.🤓 Xplan Hint: Resize multi-fields
Did you know that you can now resize multi-fields on the interface, allowing you to view all options on screen at once? Yep, sometimes it is the little things that make a difference. While string fields have always been resizable, viewing a long list of multiple-choice options previously required scrolling. With this latest update, simply drag to expand the field to view more, or even all, of your options at once! 🙌Things to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone 👋 I’m looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to have their contact details easily accessible. One thing I’m unsure about is whether it’s better to enter the contact as an individual or a company. Are there any functional differences or implications for reporting, visibility, or future use? I haven’t been able to find any clear recommendations in the Community, so I thought I’d post here in case anyone has insights or tips to share. Thanks in advance 🙏18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. That’s why I'll be live here in the Advisely AMA forum to answer your best practice questions, hear your feedback and clear up any curly ones. To spark ideas, you might want to ask about – or share your feedback on – modelling across multiple scenarios, best practice for setting up complex strategies or smarter way to handle rollovers and lump sums without messy workarounds. Drop your questions below – whether it’s something specific you’d like answered, or feedback on what would make modelling better for your advice process. I’ll be here live on Thursday, 18 September at 3 pm AEST to respond. Looking forward to the conversation! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.🤓 Xplan Hint: Auto update fields against both the client and the partner record
Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the “Is joint? = Yes” field When creating a thread or case template, you have the option to set the “Is joint?” field to Yes. As you create each task in your workflow you can then use a task outcome to update a field against the client record. In this example, I have set the task to change the category to Diamond. How else do you use task automation in Xplan to save you time? The Workflow Starter Kit has lots of ideas on how you can include automation in your workflow. I'd love to hear how you have employed this functionality in your business. 👇🤓Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this hint will certainly take the tedium out of your day! On the client list screen (you can filter these via Advanced Search or any of the standard filters), just click on the downward action button next to any client: This will show the following list of actions: Do you already use this? What are some other bulk actions which has saved you time? Let us know!Best practice for linking Entities in Xplan
Hi there 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make sure I’m approaching it correctly. Is the recommended method still to create the entity as a new client, then link it to the master client via Admin > Client Groups? Would this setup support efficient reporting and future modelling? Appreciate any insights or tips you can share. Thanks in advance!
