Advisor Notes

Would you like to record some information about your scenario for your own reference?  Snap has a text window that allows you to do this.  These notes are not included in the Client Report

Click on the Notes icon beside the Scenario name from the Top Menu.

A Scenario Notes window will open up, add the notes and click Save. 

Once you have added notes, the icon will change to a new icon to indicate that notes have been included.

The same notes window is shared between the Client, Spouse, and Combined Planning pages. When you copy a scenario, the notes will also be copied to the new scenario.

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