Planit:Family Members

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
What information about my client do I need to enter on the Personal Information Screen?
• Field entry requirements
• Add Dependent

Keep on Track! Continue training on...
Getting Started Personal Information Screen
Investment Management Modular Planning
Life Planning Integrated Planning

Other Related Topics
Introduction to the Personal Information Screen Add a Client Back Office Integration


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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  • Select the Marital Status for your client.

There are several choices for the Marital Status here are your options

  • Married
  • Single
  • Common Law
  • Divorced
  • Widowed
  • Separated
  • Married Single

Married Single means is when a couple may want to show the plan as if they were single, and instead of divorcing them or making them single you can choose this option. What happens is the projections, assets and other planning items will only show up as if they were single.

  • Select the Language this will identify the language you wish documents to be prepared in for this client.

Note that this language setting only relates to documents and will not affect your screen language.

PersonalFamily.jpg

  • You can enter in as many family members as required by clicking the “Add” button. You must provide a First and Last Name and Birth Date.
  • The Contact Log is part of the Notes feature. This is used to document what occurred during the meeting with your client. For example date and time of meeting or who was present at this meeting. Once the log has been completed a date will show up to verify when this log was completed.

Please note that any old style notes that were entered for your clients previously will be migrated here into a note type called "Contact Log".

Please Note that all date fields should be entered using the YYYY-MM-DD format.

TIP:When you add a new client into Planit, you should first ensure that you have set your data entry level to the appropriate option. When you select the type of Process Flow you wish to provide to your client, it then takes this approach and minimizes the learning curve by focusing only on those screens and fields that are necessary to accomplish the task at hand.