Planit:Client Search

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
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 find a client entered in Planit?
• Home screen, side menu
• Search options
• Note: back office integration first

Keep on Track! Continue training on...
Getting Started Home Screen
Calculators

Other Related Topics
Navigation and Orientation Back Office Integration Add Client|-


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.


Planit.gif Learn by Reading!



This screen is where you can search for an existing client; you can either search for a client by a customer surname or series of characters, a Government ID (like S.I.N. number in Canada) or client number. The “Client Type” drop down list allows you to search for client either by Clients, Prospects or Inactive.


Cs1.jpg




Cs2.jpg




CS3.jpg




Cs4.jpg





The drop down list, which appears in the search screen is for when you import clients from a back office, such as Univeris or Dataphile. After you have uploaded your client into Planit, this is where you would search for that client.

The Export List button is a feature where you have the ability to export client list to a Comma Separated Values (CSV) file. After you click this button, fields will open up where you can then define the data you want to have included in export file.