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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

Boolean Field Coding

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.

Xplan MindMap Coding

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

Xplan Family Tree

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

Boolean Field Coding

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.

Xplan MindMap Coding

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

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