Hollis Wealth:Dataphile Import Existing Client

From Planipedia
Jump to: navigation, search

Importing a Previously Entered in Client

Step 1– Go to the “Personal Information screen” of the client that is existing in Plan Plus (manually entered). This tab can be found in the Investment Policy Process, under Client Data Entry from the home screen .

Step 2– Select the “Other Tab”, then fill in the S.I.N number of both the client & spouse.

Step 3– Click save, proceed with the import. This will allow the Dataphile client to be imported into the plan.