Office Organiser
 
The FinPlan Organiser contains a Diary, Diary Notes, Contact Manager and Office E-mail. The Organiser will manage your day-to-day activities from planning meetings to prompting you to return that promised phone-call. You can share your diary with others so that they can see when you are available for meetings and your diary notes will remind you of tasks to be completed.

Intelligent Diary Notes remember which screen, policy or client you were looking at when you made the note. One click of the mouse and you can jump back to the same screen without the need to relocate the record.