Planit:Personal Information Screen

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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. Take a look at the topics below, which will help guide you through the various components of the Personal Information Screen.


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Click here to see all training material related to the Personal Information screen or click here to go to our main Training hub.


Personal Information Screen Training

Order Title Description Key Points Level Generic
1 Introduction to the Personal Information Screen What do I enter on the Personal Information Screen?
  • Purpose of screen
  • Overview of data entry required
  • Differences with process flow
C Video
2 Family Members What information about my client do I need to enter on the Personal Information Screen?
  • Field entry requirements
  • Add Dependent
C Video
3 Address Where can I include or update my client's address?
  • Personal Information screen
  • Data entry fields
C Video
4 Employment What information about my client do I need to enter on the Employment section of the Personal Information screen?
  • Personal Information screen
  • Data entry fields
2 Video
5 Other Personal Information What information about my client do I need to enter on the Other section of the Personal Information screen?
  • Personal Information screen
  • Data entry fields
2 Video
6 Specialists Where can I enter information about my client's other advisors or specialists?
  • Data entry fields
  • Why you might do this
2 Video
7 Language How do I change the language of PlanPlus Planit, or of my client's documents?
  • Language list on login or Home
  • Default language in Profile
  • Client Personal Information screen
C Video
8 Notes and Contact Log How can I keep track of meeting or other client notes in PlanPlus Planit?
  • Home or Personal Information
  • Create, save, find notes
1 Video