Planit:Notes Contact Log

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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...
How can I keep track of meeting or other client notes in PlanPlus Planit?
• Home or Personal Information
• Create, save, find notes

Keep on Track! Continue training on...
Getting Started Practice Management
Administration Home Screen
Personal Information Screen

Other Related Topics
Navigation and Orientation Investment Commentary Funds & Wealth Notes
Introduction to the Personal Information Screen Loan Notes


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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