Planit:Introduction to the Engagement Screen

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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 do I enter on the Engagement Screen?
• Purpose of screen
• Overview of data entry required
• Add goal

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

Other Related Topics
Engagement Administration Engagement Process Your Needs Self Analysis


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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Overview

In most process flows you’ll find a screen called “Engagement”. This is where you can document your general or "Non Financial Goals" that your client has. This might be one of the standard goals seen on the screen when you first arrive, such as "Planning for retirement" or you could add your own unique goal, such as "Golf Around the World".

On the "Administration" tab you can document your relationship with your client using the "Service Level" drop down to indicate the service you are providing to your client. You can also identify when they became a client, or when they are due for a review.

On the "Administration" tab you'll also find the Secondary Advisor field. By entering a user ID here, you can share client information with a colleague or perhaps with the PlanPlus Client Services support desk in cases where you need assistance on a case.

Finally you can also access the "Task" management system from the Administration tab. This is were you can add tasks for a client and manage existing tasks previously entered.

Non Financial Goals Tab

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Administration Tab

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Task Management

Add Task

The Add Task button allows you to add various tasks that you may have for your clients and provide you with a reminder of that task at hand.

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Once you have scheduled tasks for your various clients, a new pop up reminder message will appear when you log into the software. This is a friendly reminder that you have a task your tasks are entered in and if you login in you will get a reminder pop up message.

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You can change how often you would like to receive these pop up messages from the User Profile screen. You can change this to either weekly, monthly or have no reminder messages.

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You also can view any existing tasks by going to the Client Service Search and you can search for notes for all your clients. This will be a useful feature for those who are not using a CRM system and need help in managing the many tasks that need to be done for clients, sometimes over many months or years.