Some things are confusing but I am trying to learn it as I go. Today I had a problem when I tried to add a new client. The input of the client email, name, and zip code info went fine but when I clicked to open the new client, there was all this info already there as if I had already tried to run a report for her. There was a date of birth already entered but it was not hers. I tried to delete her as a client and start again but when I went to add her as a client the second time it told me that there was already and account with that email address.
When you create a client, the system automatically creates a default profile for that client, including a default date of birth. That’s why the date of birth you saw wasn’t what you had before. The letter “d” next to input fields indicate that it is default information. The moment you change the information in an input field, this letter automatically disappears. You don’t need to delete a client. You can change all the information on the input screen. As you change it, it gets automatically saved for that client.
Deleting a client and suppressing the default creation of a client profile are the functions that we have in Wealth Planner for comprehensive financial planning users.