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courtney.youngblutt
Iress Contributor
Iress ContributorAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Hi we use xTools for cashlow modelling, the time to load is far too long, what can be done to improve this?
courtney.youngbluttIress Contributor
Iress ContributorHi Matthew, thanks for posting. The load time you are experiencing with Xtools is probably not something we can solve in an AMA. I didn't want you to have to wait until 3pm tomorrow to hear that, so wanted to answer you now!
Your best bet will be to raise a ticket via Iress Connect, so our teams can monitor your specific Xplan instance in real time to see what may be impacting performance for you. It could be a combination of factors, and the support teams have access to the right tools to diagnose any underlying cause. Please make sure you do reach out to them - increasing the load time of your cashflow modelling would definitely improve efficiencies for you.
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