Article Category: Getting Started

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Add repeating diary entries

Summary If you have appointments that occur on a regular basis, you can add repeating diary entries into the FinPlan...

Adding a New Client

To add a new client on your FinPlan system, please follow the steps outlined in this article. From your FinPlan...

Configuring Email

Summary The system has the ability to check your email server on a regular basis (every 15 minutes) and will...

Enquiry Wizard Changes

You may notice some changes to your mortgage and protection enquiries from latest release (9.38.6 onwards). You will now be...

FinPlan Homepage

Summary Please see the diagram below showing the icons on the FinPlan Homepage.

FinPlan Messenger

Summary In order to help you secure your internal communication, we have added a feature to centralise all messages within...

FinPlan Minimum Resolution

Summary The required resolution is a minimum of 1280×768. If your screen supports a resolution higher than the aforementioned minimum,...
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