Fields on Client Focus Title

March 1, 2018

Frequently Asked Questions:

 

Today I was asked how to add fields to the client name at the top of the XPLAN page.

Fields such as:

* category,

* entity ID,

* Phone Number.

 

It’s easy!

 

It is called 'Fields on Client Focus Title'.

 

Watch our video on how to set this up on your XPLAN login. 

 

 

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