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Try these: client detailssuperannuationtask comments
Popular Xmege Areas
Client Key Details
Xmerge coding for all the fields and information related to and often found on the clients key details page
cashflow
Income
Syntax to help you output everything from the income (cashflow) element of Xplan
Health
Key fields and information associated with a clients general health and related activities
Retirement
Learn about all the syntax related to the superannuation (existing fund) element
Objectives
Objectives are common throughout Xplan now, get the syntax to output all aspects of objectives linked items
Goals
Goals now links in with a lot of areas of Xplan, learn the syntax to output everything related to goals
Portfolio Accounts
All the xmerge code for all the various aspects of the Portfolio Accounts administration
Document Filename
Learn how you can use xmerge syntax to control the filename of your merge documents and outputs
Xmerge Tutorials
October 20, 2019
Boolean fields are generally considered to only have two states: True or False. Depending on what you are trying to achieve, taking advantage of the null (none) state can be handy.
October 20, 2019
The Xplan MindMap is a graphical tool for representing an overview of the clients situation or sometimes used for quick data entry. The output can also be xmerged into your templates
October 19, 2019
A visual and engaging tool in Xplan to build out your clients Family Tree, plus the xplan syntax to merge it into templates
Xmerge Tutorials
October 20, 2019
Boolean fields are generally considered to only have two states: True or False. Depending on what you are trying to achieve, taking advantage of the null (none) state can be handy.
October 20, 2019
The Xplan MindMap is a graphical tool for representing an overview of the clients situation or sometimes used for quick data entry. The output can also be xmerged into your templates