Client list

Each row is a client or a couple.

Tip

Click a column header to sort by that column. Click the same header again to switch between ascending and descending order.

Add a client

Click New (below the table). You are taken to the new client form. Fill at least Name and Birthday, then click Save (bottom of the form). A notification confirms success or failure. See Add a client for all form fields.

View a client

Click the client name (or the row). The client page opens with the Profile tab.

Edit a client

Click the row to open the client, then use the Profile tab to edit the client’s scenario (start date, retirement age, partner, NZ Super, portfolio, etc.). Use the Assets, Salary, Transactions, and Retirement tabs to edit that data. See Edit a client.

Delete clients

Select one or more rows using the checkboxes, then click Delete. A confirmation appears listing the clients you selected. Confirm to delete. A message indicates when the deletion is done.

Deleting a client also deletes all of that client’s scenarios. This cannot be undone.

Search

Use the search box in the table toolbar to filter by client name or partner name. Type to narrow the list.

Export list

In the table toolbar (above the grid), click Export to download a file with the entire client list. The file contains the raw client data (info, assets, transactions, etc.) without calculated results.