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Uploaded: May 25, 2015
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  • xplan Wrote:
    Many Xplan users are familiar with the Client Categories in Xplan but there are few that use the Entity Status. Click this site http://www.specialistpmc.com.au/ for more information on Xplan. The Entity Status field in Xplan allows you to allocate your entities as Clients, Archived, Group Plan Members, Prospects or Deceased. This makes for faster filtering of your Clients when performing a Search.Follow us http://xplantips.tumblr.com/xplan
  • xplan Wrote:
    Many Xplan users are familiar with the Client Categories in Xplan but there are few that use the Entity Status. Click this site http://www.specialistpmc.com.au/ for more information on Xplan. The Entity Status field in Xplan allows you to allocate your entities as Clients, Archived, Group Plan Members, Prospects or Deceased. This makes for faster filtering of your Clients when performing a Search.Follow us http://xplantips.tumblr.com/xplan
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