Planit:Client Search

From Planipedia

PlanPlus Planit User Guide Table of Contents

This screen is where you can search for an existing client; you can either search for a client by a customer surname or series of characters, a Government ID (like S.I.N. number in Canada) or client number. The “Client Type” drop down list allows you to search for client either by Clients, Prospects or Inactive.

The drop down list, which appears in the search screen is for when you import clients from a back office, such as Univeris or Dataphile. After you have uploaded your client into Planit, this is where you would search for that client.

The Export List button is a feature where you have the ability to export client list to a Comma Separated Values (CSV) file. After you click this button, fields will open up where you can then define the data you want to have included in export file.