When you profile includes the Financial Planning module then it will be visible in the Main Menu and you will have full visibility of the Financial Planning Works and Work Fee Payments views. Financial planning work that has been added as a result of an opportunity, created here or is a work in progress will be visible and searchable in the Works view within CompleteEmpire.
From this view, new Financial Planning work can be added, work can be edited, progressed and viewed in detail. The search panel is used to filter work using a number of applicable criteria. At least one of those criteria needs to be selected.
User of the financial planning work module who have a DocuSign account associated with their CompleteEmpire subscription can send documents for eSigning including the Fact Find.
- From the Main Menu click {Financial Planning} > {Works} - to open the Financial Planning work view.
- Search for clients using the search panel. Opens automatically when opening the Financial Planning view. At least one filter or search criteria needs to be entered for a result. Use the Open/Close panel arrow icon.
- Financial Planning Quick action button group.
- Financial Planning Grid View - lists of client by that can be sorted by column header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
Financial Planning Quick action button group.
- [View Summary] - open to the Financial Planning Summary view. Refer to
- [Create New] - create new financial planning work. Refer to
- [Edit] - opens to the Financial Planning Edit view. Refer to
- [Fact Find] - opens the Financial Planning Fact Find module.
- [Delete] - deletes the finance work. Requires a Yes/No acknowledgment.
- [Restore] - with full admin access credentials this button can be used to view and restore deleted client works.
- [Refresh] - refresh the grid view after changes.
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