Yearly Archives: 2013

/2013

Software Update .49

Fixed: Default PDF folder not applying -- > This fix applies to mapped drives also. Fixed: Scheduler saving data issue -- recreated and fixed. Fixed: [...]

By | 12/14/2013|Software Changes & Updates|Comments Off on Software Update .49

Software Update .48

Numerous minor control updates Fixed missing advisor type (Family)

By | 12/09/2013|Software Changes & Updates|Comments Off on Software Update .48

Software Update .47

1. Fixed 0% issue 2. Added DateLastReviewed on export

By | 09/13/2013|Software Changes & Updates|Comments Off on Software Update .47

Software update .46

Fixed and issue with Financial Statement the description field now allows lengths of up to 250 chars

By | 08/30/2013|Software Changes & Updates|Comments Off on Software update .46

Software Update .45

Click for List of Changes

By | 08/17/2013|Software Changes & Updates|Comments Off on Software Update .45

How to Query the Database

Learn how to extract a list of contacts from the database. For example show me all contacts that are age 65 or greater, [...]

By | 07/29/2013|Training Videos|Comments Off on How to Query the Database

How To Use the Calendar

Learn how easy it is to use the calendar.

By | 07/29/2013|Training Videos|Comments Off on How To Use the Calendar

How To Log into FPS

How to log into the program, and how to save your log in information.

By | 07/28/2013|Training Videos|Comments Off on How To Log into FPS

How To Use the Reports Section and Setup Print Lists (Packets)

Learn how to print and preview reports and create packets (lists of reports)

By | 07/28/2013|Training Videos|Comments Off on How To Use the Reports Section and Setup Print Lists (Packets)

How To Create a Mail-Merge Template

Learn how easy it is to create mail-merge templates.

By | 07/28/2013|Training Videos|Comments Off on How To Create a Mail-Merge Template

How To Run As Adminstrator

Learn how to start FPS using the run as administrator option.

By | 07/28/2013|Training Videos|Comments Off on How To Run As Adminstrator

How To Edit the Program Options

Lean how to edit and add planners, set security levels and other features.

By | 07/28/2013|Training Videos|Comments Off on How To Edit the Program Options