XPLAN Implementation Guide - Customising View and Lists

XPLAN Implementation Guide - Customising View and Lists

User Dashboard Configuration 

The purpose of this lesson is to provide instructions on how to set up the User Dashboard. The User Dashboard can be configured to show key parts of XPLAN that you use every day. It is your portal into key activities like your diary, tasks, up coming client reviews and multiple others.

Further information on User Dashboard Configuration here 

 

Client Dashboard Configuration  

The purpose of this lesson is to provide instructions on how to access and configure the Client Dashboard. The Client Dashboard can be configured to display specific client information which will allow you to view a quick snapshot of the client data. 

Further information on Client Dashboard Configuration here

 

Client List Columns

The purpose of this lesson is to show you how the client search result columns are able to be customised to show preferred details. XPLAN Champions can edit the table configurations and set them to global so that the settings will apply for all users in the practice.

Further information on Client List Columns here

 

The purpose of this lesson is to provide instructions on how to access and configure Quicklinks. Quicklinks can be configured to go directly to areas that you will use often.

Further information on Quicklinks here

 

New Window/Multiple Windows

Multiple windows (tabs) are able to be utilised while within the XPLAN system i.e. you can be entering data on one screen (tab) and performing a search function on another.

Further information on New Window/Multiple Windows here

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