Planit:Favourite Products

Languages: Français | Español | 中文 | Русский

Learn by Watching!

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... How do I make a quick list of products that I recommend often? • Menu Favourite Products • Product search • Add list and products Keep on Track! Continue training on... Administration Home Screen Why You Should Use Planit Product Selection Screen Other Related Topics Navigation and Orientation Add an Asset (Canada) Add an Asset (Malaysia) Preferred Portfolios Apply Favourite Products Shariah Compliance

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.

Learn by Reading!

This utility to allows you to store a list of your own favourite products by planner. You can create as many favourite lists as you like.

You simply hit the “Add” link and enter in your description for your list and then hit save. You will then need to add your favourite products to your list. To do this, use the “Select” link.

You now simply hit the “Add” which will bring up the “Product Selection” search engine so you can search for your product that you would like to add. You will see below that we have 5 different favourite products in Jeff’s Favourites.

Product List Maintenance - Reviews the maintenance required to keep up multiple lists, for example, if you made one list for every risk type.