Adding a Client, Plan, or Contact

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Clients, Plans, and Contacts are linked through the hierarchy of data within PensionPro:

 

  • First, a Client must be created
  • Then, one or more Plans are added for the Client.
  • Any Contacts associated with a Plan are linked on the Plan level (via Plan Contact Roles).
    • It is not necessary to link every Contact to a Plan. Any known individual may be a Contact regardless of whether or not they are affiliated with a Plan.

 

This article covers the process of adding a Client, Plan, or Contact in PensionPro.

 

Tier Availability: Track, Team, Business

 

Note: During the process of adding Clients, Plans, and Contacts, many input fields populate their dropdown options by pulling in List Values. For more information, refer to the article List Values.
Note: Some features may not be available in all tiers.

 

Article Contents

 

 

 

Adding a Client

 

Requires Security Rights: Add/Edit Client

 

  1. Navigate to Add Data > Client. The corresponding window displays.
  2. Select a Location.
  3. Select or add a Company.
    • To link this Client to an existing Company, use this field to search for the Company and select it from the dropdown.
    • If the Company does not exist, select Addadd_2.png to the right of the Company field, then enter the company's name. The new Company record will be created along with the Client.
  4. Select a Status.
  5. (optional) Complete any other fields as desired.
  6. Select Save to create the Client.

 

 

Managing Clients

 

From the Client tab, a user can edit Client details, add contact information, view Interactions, and more. For information on all the views available on the Client tab, refer to the article The Client Tab.

 

Additionally, for information on managing Client records, refer to the article Adding, Terminating, and Deleting Clients.

 

 

Adding a Plan

 

Requires Security Rights: Add/Edit Plan

 

  1. Navigate to Add Data > Plan. The corresponding window displays.
  2. Use the Client Name field to search for and select the Client for this Plan.
    • If the Client does not exist, it must be created before the Plan can be added.
  3. Enter the Legal Plan Name.
  4. Select the dropdown arrow on the Save button, then select Save and Open. This will create the Plan and open a Plan tab to display the new record.
  5. Select the Plan Type and Admin Type.
  6. Enter the Effective Date of Service.
  7. Use the Plan Year Month End and Plan Year Day End fields together to set the Plan's year end date.
  8. (optional) Complete any other fields as desired.
  9. Select Save to create the Plan.

 

 

Managing Plans

 

From the Plan tab, a user can edit Plan details, create Projects, set up Employee and Contact Roles, and more. For information on all the views available on the Plan tab, refer to the article The Plan Tab.

 

Additionally, for information on managing Plan records, refer to the article Adding, Reassigning, Deactivating, and Deleting Plans.

 

 

Adding a Contact

 

Requires Security Rights: Add/Edit Contact

 

  1. Navigate to Add Data > Plan. The corresponding window displays.
  2. Enter a First Name and Last Name.
  3. (optional) Complete any other fields as desired.
  4. Select Save to create the Contact.

 

 

Managing Contacts

 

From the Contact tab, a user can edit Contact details, add contact information, add the Contact to Communication Lists, and more. For information on all the views available on the Contact tab, refer to the article The Contact Tab.

 

Additionally, for information on managing Contact records, refer to the article Adding, Deactivating, or Deleting a Contact.