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 attached to the Client.
  • Any Contacts associated with a Plan are attached on the Plan level (although it is possible to create a Contact without attaching it to 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. More information on List Values can be found in the article List Values.
Note: Some features may not be available in all tiers.

 

Article Contents

 

 

 

Adding a Client

 

Security Rights Required: Add/Edit Client

 

  1. From the Navigation Panel, select Add Data > Client.
  2. The Add Client pop-up window will appear. Complete the fields shown.
    • Location, Company, and Status are required fields.
    • If the appropriate Status or Category entry does not appear in the relevant dropdown menu, it can be added as a List Value.
    • In the Company field, type the first few letters of the company name. If the company name record already exists in PensionPro, the name will appear in a list of results beneath the field and can be selected.
      • If the company does not exist, select Addadd_2.png to the right of the Company field and type the company name. The new company name will be created along with the Client.
  1. Select the dropdown arrow on the Save button, then select Save and Open. This will create the Client and open a Client tab to display the new record.

 

 

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

 

Security Rights Required: Add/Edit Plan

 

  1. From the Navigation Panel, select Add Data > Plan.
  2. The Add Plan pop-up window will appear. Complete the fields shown.
    • In the Client Name field, type the first few letters of the client’s name and select the appropriate result from the list that appears beneath the field. If the Client does not exist, it must be created before the Plan can be added.
    • All fields in the Add Plan window are required.
    • If the appropriate Plan Type or Admin Type entry does not appear in the relevant dropdown menu, it can be added as a List Value.
  3. 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.

 

 

Managing Plans

From the Plan tab, a user can edit Plan details, create Projects, set up 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

 

Security Rights Required: Add/Edit Contact

 

  1. From the Navigation Panel, select Add Data > Contact.
  2. The Add Contact pop-up window will appear. Complete the fields shown.
    • First Name and Last Name are required fields.
    • If the appropriate Prefix, Suffix, or Profession option does not appear in the relevant dropdown menu, it can be added as a List Value.
    • In the Company field, type the first few letters of the contact’s company name and select the appropriate result from the list that appears beneath the field. A company name will not save to the Contact if it is not selected from this list.
      • If the company does not exist, select Addadd_2.png to the right of the Company field and enter the company name. The new company will be created along with the contact.
    • The options for the Communication Lists field can be managed by selecting Communications from the Navigation Panel, then selecting Communication Lists.
  3. Select the dropdown arrow on the Save button, then select Save and Open. This will create the Contact and open a Contact tab to display the new record.

 

 

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.