Planners, Saving, Re-finding & Deleting

Saving

After you have completed a calculation with any of the planners you can click the “Floppy Disk” or “Save” button on the toolbar to save it. This will cause the “Financial Planners Save Screen” dialogue to appear, as shown below. At the prompt “Save Plan As” type in a suitable name for the calculation you’ve just done (e.g. “Henry’s Endowment”) and click the “Save Record” button to save it.

Re-finding

To re-find previously saved plans, click the Binoculars button on the toolbar. On the dialogue that appears, as shown below, click the name of the saved plan you wish to re-load then click the “Load” button.

The Document Viewer

You can take this a stage further and store calculations for specific clients in their document viewer. The document viewer, accessed from the “Individual Clients” screen via the green “W” button on the toolbar, is used to store for each client…

• documents you have written to them
• images you have scanned (e.g. their policy docs)
• financial plans you have saved (as described above)
• spreadsheets linked to that client

Saving to the document viewer is identical to normal saving, except before clicking the “Save Record” button you click the “Save in document list” tick-box then use the find buttons to locate the appropriate client. If you save in this way you’ll be able to re-find the saved calculation in that client’s document viewer as well as via the Binoculars button in the appropriate planner.

Deleting

To delete a saved plan, first re-find it, as described above, then delete it by clicking the yellow “Bin” or “Delete” button.