1 / 14

Entering Contact Data

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.

lathrop
Télécharger la présentation

Entering Contact Data

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Entering Contact Data Tutorial

  2. 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.

  3. 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”.

  4. Expand / Contract This is list of all the scenarios for Abbett. Click on the + or - sign to expand or contract the lists.

  5. 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)

  6. Find contact Click 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.

  7. 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.

  8. 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.

  9. 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.

  10. Contact information Start with general Contact Information data. Use this section to control the “Find” list function.

  11. Employment The second tab in this section is Employment. Enter the client and spouse’s employment information.

  12. Advisors On the Advisors tab, Add the client’s advisors – CPA, attorney, insurance, etc.

  13. Notes Notes tab – Use to record notes for the contact. 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.

  14. End of Entering Contacts Tutorial

More Related