Plum Software Provider Link Friends Provident User Guide

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Plum Software Provider Link / Friends Provident
User Guide - Configuring Provider Link
Click Client Select
2
Plum Software Provider Link / Friends Provident
User Guide - Configuring Provider Link
Click Provider Link
3
Plum Software Provider Link / Friends Provident
User Guide - Configuring Provider Link
Click Tools Options
4
Plum Software Provider Link / Friends Provident
User Guide - Configuring Provider Link
Click on the down arrow next to Friends
Provident
5
Plum Software Provider Link / Friends Provident
User Guide - Configuring Provider Link
Enter your Password and Username as requested
Click OK
6
Plum Software Provider Link / Friends Provident
User Guide
Click Provider Link (Client), or alternatively,
Provider Link (all) to search for and update
all polices for the clients in view.
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Plum Software Provider Link / Friends Provident
User Guide
Click on Get Contracts
Tick the box next to the policy/policies that
you want to update, or Select All to update all
policies at once
Click Process Selected Items
8
Plum Software Provider Link / Friends Provident
User Guide
Status shown as Completed
Close down Provider Link
9
Plum Software Provider Link / Friends Provident
User Guide
Select client
10
Plum Software Provider Link / Friends Provident
User Guide
Browse to the policy - the current valuation is
updated
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Plum Software Provider Link / Friends Provident
User Guide
all funds are added on the Fund Details screen
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Plum Software Provider Link / Friends Provident
User Guide
The current value is added to the Fund History
screen