Blog Post

Xplan Hacks
2 MIN READ

Three Xplan shortcuts that could save you hours

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Advisely-Team
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7 months ago
In advice, as in life, there are certain tasks that will always need doing – over and over, no matter what. It comes with the territory.  Because of this, sometimes the smallest changes to your pro...
Updated 7 months ago
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task hub
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ChrisBall1
Curious Observer

Another tip when using doc notes is to setup a formal Taxonomy for you Type and Subtypes. This speeds searches, makes access notes and attachments easier for users and also makes it loads simpler for historical reporting 

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Advisely-Team
2 years ago
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