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Xeppo User Guide
Views

Views

Creating Consistent Views using the Me Filter
Introduction to Views
Building a View
Actions (Tags, Export and more)
Key Firm Contacts
Tags in Views
Default and Favourite Views
Managing your Saved Views
Search Filters and Display - Key fields to know about

Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.

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