Common Causes/Issues:
How to add an existing or a new contact to a resource.
Solution Overview:
A contact is someone a family member, heir, or advisor can view in leafplanner in order to get in touch with that person directly about a specific resource. For this reason, it is important to add relevant contacts to each resource.
Video Walkthrough:
Adding an Existing Contact to a Resource:
Adding a New Contact to a Resource:
Steps:
Step 1
In your leafplan, navigate to the applicable module or section and then into the applicable resource you would like to add a contact to. In this article, we are adding contacts to a Trust in the Tax, Estate and Trust section.
Step 2
Click on the existing resource you want to add a contact to and enter edit mode by clicking on the edit icon in the top right corner.
Scroll down to the Contacts section.
Click ‘Add Contact’.
Step 3
Choose the Contact Type from the drop down menu (this step will inform your leafplanner user what relationship this contact has to this resource).
Then Choose if this is an existing contact or new contact.
If you have already entered this person into your contacts, begin typing their name and then select them. If they do not appear, you probably need to add them.
If adding a new contact, click create new contact, enter contact information, then click the green save button in the top right corner.
Please see the videos above for either scenario.
Step 4
Click the green Save button in the top right corner before exiting the resource.
