Planit:Address

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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... Where can I include or update my client's address? • Personal Information screen • Data entry fields Keep on Track! Continue training on... Administration Personal Information Screen Other Related Topics Introduction to the Personal Information Screen Jurisdiction 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.

Learn by Reading!

• Enter the address, phone number and email address. This is optional.
• The Country and Province will be defaulted to which you have set in your User Profile. You can adjust this if needed.

• You also have the ability to capture an alternative address, like a Florida Condo or a cottage; this information can be captured as well.

TIP: If this is an upgraded legacy client and you had an email address inputted in on the older version of the Personal Information screen, it would now be found within the Employment Tab of the new Personal Information.

TIP: By using the tab key you can move from one field to the next.