Summary If you have appointments that occur on a regular basis, you can add repeating diary entries into the FinPlan...
To add a new client on your FinPlan system, please follow the steps outlined in this article. From your FinPlan...
Summary As you are working through your frameworks, you might want to assign tasks to specific users. You can use...
If you have a Mortgage Sourcing licence with FinPlan, you will be able to organise a quick search for available...
Summary The system has the ability to check your email server on a regular basis (every 15 minutes) and will...
You may notice some changes to your mortgage and protection enquiries from latest release (9.38.6 onwards). You will now be...
Summary Please see the diagram below showing the icons on the FinPlan Homepage.
Summary In order to help you secure your internal communication, we have added a feature to centralise all messages within...
Summary The required resolution is a minimum of 1280×768. If your screen supports a resolution higher than the aforementioned minimum,...
FinPlan will run on almost any Microsoft computer available on the market today. The minimum specification required to run FinPlan...
