skip to Main Content

Custom fields vs standard Xplan areas

Xplan of today is interconnected with its data, the general idea being that a user should only enter client data once and that same data then flows to all the advice tools and modelling. To do this though means using standard areas and locations to draw the data from. The result is that today's solutions need to be double checked before falling back on custom fields and groups in order to maximise this linking and reduce double entry for users wherever possible.
Read More
Back To Top