Well done you for getting to the end of the Notes series! I hope you find these tips useful and share any Notes tips you may have in the comments below. #Xplan Release: 24.3.313 #ClientFocus
🔗 LINKS (stuff mentioned in video):
- Prepare for the worst by Michael Calam: / prepare-worst-michael-...
- Financial Planning Xplan With Dragon: Sharon Ferguson, Director, Bush and Campbell: • Financial Planning Xpl...
- XPLAN & Dragon Voice Recognition: • XPLAN & Dragon Voice R...
- Ash the Dragon Smith: www.etsy.com/au/listing/13205... or catch them at a maker's market.
⌚️ TIMESTAMPS (skip to the parts you want):
00:00 Start
00:17 TIP Give staff enough time to make notes
02:24 TIP Make use of Xplan with consistent naming conventions, templates and preferences
02:49 How do you note?
05:00 💌 Remember to be kind to yourself 💌
05:20 Support local young artist Ash the Dragon Smith
🍿 WATCH NEXT (Xplan Notes series):
1 • Add notes from Client ...
2 • Create Notes in a clie...
2 short • Quickly create Notes i...
3 • Edit Notes in a client...
4 • The Notes screen in a ...
5 • My Preferences - Docum...
6 • 6 additional ways to a...
7 • Hubs - Notes and Docum...
8 • Notes Tips (Xplan Note...
🚸DISCLAIMER
We don't accept any liability for any loss or damage which is incurred from you acting or not acting as a result of following any of our social media publishings. For all videos on this channel the information is for general & education purposes only. Xplan is an Iress product and although Isabel is an ex-staff, we're not affiliated with Iress or paid by them to promote Xplan.