How do I search for client plans?

To find a Client Plan on the system:

  1. Click the Search tab
  2. Click on the Client tab
  3. Filter by Type and/or Growth
  4. Select a Client Plan by clicking on the Client Plan icon

For a more specific search, type in the name of the Client Plan you are looking for.

Note: If your firm does not have client type or growth enabled, you will not these options.

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