Forum Discussion
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.
Experienced in all things Xplan, I’ve worked with hundreds of practices to improve processes and increase everyday efficiencies. If it’s repeatable, it likely can be automated in part or in full. I’m here to help!
Start popping in your questions below and Ask Me Anything!
❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt .
📚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.youngblutt Thank you for your time today, this session was very insightful. You certainly have provided some great tips to help improve efficiencies when using XPLAN.
- rainier.reyes
Advisely Team
Welcome everyone to an Advisely Ask Me Anything (AMA) thread!
Here's how to get involved:
- Submit Your Questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. Courtney will be here to answer whatever Xplan questions you have during the scheduled time.
- Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- Stay Engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
- Enjoy the Experience: Use this opportunity to gain insights, share laughs, and connect. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
Hi we use xTools for cashlow modelling, the time to load is far too long, what can be done to improve this?
- courtney.youngblutt
Hi 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.
- rainier.reyes
Hi everyone and welcome to today's AMA!
Please ensure you read the instructions above before you post.
In order to see new questions and responses, make sure you refresh the page regularly.
Let me know if you need any assistance!
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