Where to store your risk profile information revisited...and the coding to merge it all out into your Templates
I was recently reminded of this quote. Good to be mindful of for anyone working in software development, a call to always challenge your perspective and ensure you take your whole tool belt with you.
A visual and engaging tool in XPLAN to build out your clients family tree, plus the xplan syntax to merge it into templates.
A little about the XPLAN MindMap feature and xmerge coding to extract it into your merge templates
Our Kodee chatbot experiment draws to an end on the 31st January 2019. Was the experiment a success, why is it shutting down, whats next? Answers after the jump
Does clicking help not open your help menu anymore? Do you find yourself longing for the old xplan help menu?
A powerful keyboard shortcut for navigating around XPLAN. Essential for power users and multi-site administrators.
Kodee our xplan xmerge chatbot recently launched! Let's take a moment to look at some of the broad data that has come out of the 1st week of go live.
Kodee is an experimental xplan xmerge chatbot designed to help users easily search and discover xmerge code. Kodee has just launched so click here to read more or come say hi to Kodee.
A quick tip to show you how to access a handy feature, where within XPLAN, the user can access syntax and documentation, see examples, even test syntax and download templates of all the standard outputs for WealthSolver.