Fixed: Default PDF folder not applying -- > This fix applies to mapped drives also. Fixed: Scheduler saving data issue -- recreated and fixed. Fixed: [...]
Numerous minor control updates Fixed missing advisor type (Family)
1. Fixed 0% issue 2. Added DateLastReviewed on export
Fixed and issue with Financial Statement the description field now allows lengths of up to 250 chars
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Learn how to extract a list of contacts from the database. For example show me all contacts that are age 65 or greater, [...]
Learn how easy it is to use the calendar.
How to log into the program, and how to save your log in information.
Learn how to print and preview reports and create packets (lists of reports)
Learn how easy it is to create mail-merge templates.
Learn how to start FPS using the run as administrator option.
Lean how to edit and add planners, set security levels and other features.