Custom Categories

Custom Categories allow you to define your own custom filter for Plan funds in Fund Management.  Some potential uses of Custom Categories include:

• Dividing a book of clients by associated advisor, office, etc.
• Assigning a Provider Product that is not listed in the system.
• Further classifying a Provider Product, for things like year initiated or type of Plan.
• Noting the type of default investments options used in the Plan.

Accessing Custom Categories

1. Access the Plan List screen by clicking Plan List in the navigation menu at the top of the page.
2. Click on a Plan Name.
3. Click the gear icon in the upper right-hand corner next to the FirmPlus logo. The menu will slide in from the right. 
4. Click Custom Categories.

Managing Custom Categories

Adding a new Custom Category

 

1. Click the Add New Category button.
2. Enter a name in the Custom Category Name text-box.
3. Click Save.

Editing an existing Custom Category

1. In the Custom Category list, click the pencil (edit) icon.
2. Enter a new name in the Custom Category Name text-box.
3. Click Save

Deleting an existing Custom Category

1. In the Custom Category list, click the trash-can (delete) icon.
2. Enter a new name in the Custom Category Name text-box.
3. Click Save.

Assigning Custom Categories

Designate a plan and its associated funds as part of a Custom Category.

1. Navigate to the plan from the Plan List screen, select a Plan.
2. Click the hamburger menu icon in the upper left-hand corner of the screen. The menu will pop-out from the left.
3. Select the Setup toggle option.
4. Click Plan Configuration and then Plan Info in the expanded menu.                                                                                          
5. In the Plan Information section click on the Custom Category drop-down and select the Custom Category option you would like to assign.
6. Click Save.  

Every fund in this plan is now coded with the Custom Category you have assigned.

Using Custom Categories in Fund Management

1. In the navigation menu at the top of the screen click Take Me To and then click Fund Management.
2. At the top of the Fund Management screen select a Custom Category option from the Custom Category drop-down filter.                                                                                                                                                         
3. Click Refresh. 

Your search results will populate in the table below the filter options.