Forum Discussion
MatTenison
Advisely Board
6 days agoHi Matthew, I paid someone a couple of years ago to create our current threads in xplan. They're great as they automatically open up emails and file notes at specific times of the thread. If I want to make changes to these, where would I go and do you feel this is something most people could set up on without IT or xplan guru support? How would someone get started setting these up from scratch as can make a real difference to a business!