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...

Adding New Enquiry Details

The Enquiry Wizard is essentially a short Fact Find which feeds directly into the longer Fact Find document. Therefore, any...

Client Search Function

Why Do I Have to Click Go to Search? Following the latest update (10.3), there has been some amendments made...

Configuring Email

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

FinPlan Homepage

From the FinPlan Homepage, you can access some of the most frequently used functions and see our most recent system...

FinPlan Messenger

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