Entering Contact Data Tutorial. Main Menu – FILE All contact functions are available under the...
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Transcript of Entering Contact Data Tutorial. Main Menu – FILE All contact functions are available under the...
Entering Contact Data
Tutorial
Main Menu – FILE
All contact functions are available under
the File menu.
Use Export to save a specific contact outside of the
program, allowing you to email the file or save it to a something like a pen drive.
Use this to create or change to a different database.
Contact List
All contacts that have been entered into the system will be listed here. Double click on one to open it, or
highlight it and click on “File”, “Open”.
Expand / Contract
Click on the + or - sign to expand or contract the lists.
This is list of all the scenarios for Abbett.
Scenarios
When you save scenarios of a contact (different sets of data) they will be listed here.
This is great for running various planning
scenarios or saving a snapshot of data at a
specific time.
(More about this in the Scenario tutorial)
Find contactClick on “Find” and filter the types you
want to display on the Contact List.
Use Find to limit the contacts to be displayed to a
particular “Account Type”. Leave the
buttons set to “Both” and “All” to
show everyone.
New Contact
Click on “New Contact”.
A dialog will display asking you if you wish to create the new contact using the Quick Entry
Wizard or to Create an Empty Contact.
Creating a New Contact - Quick Entry Wizard
Quick Entry Wizard will guide you
through a one time 13 step wizard to help populate the
detailed data input.
Creating a New Contact - Create an Empty Contact
If you select “Create an empty contact”, you will skip the Quick Entry Wizard and go directly to the detailed data input.
Contact informationStart with general
Contact Information data.
Use this section to control the “Find”
list function.
EmploymentThe second tab in this section is Employment.
Enter the client and spouse’s employment information.
Advisors
On the Advisors tab, Add the
client’s advisors – CPA, attorney, insurance, etc.
Notes
This is a particularly important tool – Used to document all your meetings and conversations with the contact. The next time FINRA or state reviews your office you’ll
be glad you kept this data on a timely basis.
Notes tab – Use to record notes for the contact.
End of
Entering Contacts Tutorial
