This page covers the following location(s) in NaviPlan:
Portal Management - Edit - Search for Client ID
Planning Objectives :: Procedures :: Related Information
By default, all client IDs will be viewable within the Results section. Client IDs may be narrowed down by last name or by client ID. It is also possible to search your clients or by other client's that have been granted to you by other financial advisors in your firm. Check the Included 'Granted' Clients check-box or by clicking the Other Users button to search granted clients.
Note: To default your search parameters, click the Revert to Defaults button.
To search for more clients, uncheck the Recently Modified check-box, and increase the number entered in the Number of Results, then click Search.
After selecting the NaviPlan client ID you wish to modify, click the OK button.
Important!: This form is designed to collect your feedback, not to provide support. Use this form to make suggestions to improve the Help system.
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