Planit:Introduction to the Personal Information Screen
|Learn by Watching!|
|Learn by Reading!|
The Personal Information screen is the starting point of entering your clients into Planit. This is where you will enter the personal information like name, marital status, address and you would also enter any dependents if there are any. We have made this screen into a very user friendly tab method to help minimize scrolling down the page. You will see various tabs for data entry.
Please Note: These tabs will vary depending on the Process Flow you are on.