FPF-New-Program Data

Start creating a Financial Planning Form by entering core data about the program in the Program Data Tab.


  • Program name
  • Program dates (use the assign multiple dates button to select dates and times from a calendar)
  • Enter information in the City, State, Building/Location, County fields - see also Locations Style Guide for information on styles for locations

Select "Program Categories" to save.






Keywords:Financial Planning, Program data, title   Doc ID:43350
Owner:Roberta W.Group:Continuing Studies Information System
Created:2014-09-02 13:42 CSTUpdated:2017-04-12 10:44 CST
Sites:Continuing Studies Information System
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