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XPLAN Shortcuts – Instant Search

XPLAN Shortcuts:

A handy shortcut for all
users, especially multi-site
admins.

simply press CTRL + SHIFT + F

Whether you’re a power user or just looking for that buried menu item, this can help.

From anywhere in XPLAN just press the following keys together to pull up the instant search menu: CTRL + SHIFT + F.

Struggling to find your way around the 101 menu options in system settings for example?  The built in quick find has got your back, as seen below:

XPLAN Shortcuts

Does it work on any page?

Yes.

It reads all the links from the page you are on to drive the search, so whether you are in the system settings or a client menu, you can find results.

How long has this been here?

A long time now.

This originally came from an IRESS Hackathon project that ended up making it in.  It’s not the most talked about function but handy for all users and especially for administrators looking after multiple sites where the client menu’s are different on each site!  

Is there a button to access this?

Yes the little magnifying glass you see next to the quick links button, brings up this function.

Matthew Townsend
Xplan Consultant and Developer | Wealth Management Technologist at Create Something

Matthew is an experienced and innovative Xplan consultant and developer, having worked on and developed some of the largest advice projects in the industry. Passionate about building great experiences in xplan that enable businesses and clients to get the most out of this powerful software.


Matthew Townsend

Matthew is an experienced and innovative Xplan consultant and developer, having worked on and developed some of the largest advice projects in the industry. Passionate about building great experiences in xplan that enable businesses and clients to get the most out of this powerful software.

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