Administration - Preferences: General

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• Administration - Preferences

  Preferences Overview The purpose of this lesson is to provide instructions on how to access and setup User Preferences. When you first start using XPLAN your User Preference will be set to a default. Generally you will find these defaults suit most ...

• Administration - Preferences: Task

  Task Preferences Overview The purpose of this guide is to provide instructions on managing your Task preferences.   How to Access your Task Preferences From the Title Bar at the top screen: To edit a users Task, you firstly need to click on the ...

• Administration - Preferences: Client Focus

  Client Focus Preferences Overview The purpose of this guide is to providing instructions on managing your Client Focus preferences.   How to Access your Client Focus Preferences From the Title Bar at the top of the screen: To edit your Client Focus ...

• Administration - Preferences: Lending

  Lending Preferences Overview The purpose of this guide is to providing instructions on managing your Lending preferences.   How to Access your Lending Preferences From the Title Bar at the top of the screen: To edit your Lending preferences, you ...

• Administration - Preferences: My Details

  My Details Preferences Overview The purpose of this guide is to providing instructions on managing your My Details preferences.   How to Access your My Details Preferences From the Title Bar at the top of the screen: To edit your My ...

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• New User Manual - Admin

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• Administration - Email: Setting up the Outlook Plugin

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