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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.
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📚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!!
courtney.youngbluttIress Contributor
Iress ContributorOrdering task lists by for priority
This is absolutely possible! Are you using the new task hub? I hope so, it’s a new(ish) favourite feature of mine. In the new task hub you can sort your tasks by a variety of options, including priority:
From the classic tasks screen you can simply click on the column heading to sort by priority (If priority isn’t visible in your list of column, use the settings cog to the right of the tasks heading to select which columns you’d like to see.
Thanks, Courtney - I am still using Classic Tasks (old view) - it is what I know and love and great to see a day at a glance!
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