Modify Plans - Submitting

Understanding How to Modify Plans (PAC and SWP)

PAC

From the client's contact record, start by navigating into the Servicing tab, which is found in the middle panel of the contact record.

 

Step 1. At the Plans tab, click next

 

Step 2. At the Manage Plans tab, click select

 

Step 3. In the right panel at the PAC tab, click select

 

Step 4. Select the PAC tab

Step 5. Under booking details switch on the modify slider and select the details

Here are the details you need to input: 

• Under amount switch on the modify slider and enter the amount
• Under frequency switch on the modify slider and select the frequency
• Under months select the months
• Under day select the day
• Click submit

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SWP

From the client's contact record, start by navigating into the Servicing tab, which is found in the middle panel of the contact record.

 

Step 1. At the Plans tab, click next

 

Step 2. At the Manage Plans tab, click select

 

Step 3. At the left panel in the SWP tab click select

 

Step 4. Select the SWP tab

 

Step 5. Under booking details switch on the modify slider and select the details

Here are the details you need to input: 

• Under amount switch on the modify slider and enter the amount
• Under frequency switch on the modify slider and select the frequency
• Under months select the months
• Under day select the day
• Click submit