Pension Types

Pension Types is a directory that stores information about the types of pension that a client may receive. Information from this directory is pulled into the "Pension Type" field in the "Pension" collection of the Additional Information section in the client profile. The pension amount can be specified in the profile.

To view the directory, go to "Directories" -> "Pension Types".

To add a new pension type, click the "Create" button.

Fill in the Pension Name and click the "Save" button.