Editing Original Scenario Details (Client Information, Province, Retirement Age, Inflation, and Rates of Return)
To change the original scenario details you can access the Scenario Setup -> Client or Scenario Setup -> General pages.
In this article:
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How to navigate to the Client Details page
There are 2 options to get to this page: from the Planning page, or from the Clients List.
Option 1: From the Planning page
Click Scenario Setup -> Client.
Option 2: From the Clients List
By default, the clients are all listed on the Clients page. You can choose to Hide All Clients or Show All Clients from the Clients menu (the hamburger icon).
If you select Hide All Clients from the Clients menu, you will see only the Search Box where you can search for the client/spouse by First Name, Last Name, or Client ID.
The Client ID can be viewed and copied by clicking the card to the left of each client's name in the Clients list and then stored in your notes or CRM.
This can be helpful if you prefer to use client initials in Snap while still ensuring you can quickly search and access the files you need.
After completing the steps in Option 1 or 2 above, you will be on the Client page.
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How to edit the Original Scenario Client Details (Name, Date of Birth, Province)
Once you have arrived at the Client page, as detailed above, you can edit the client's Name, Date of birth, and Province of residence, and add or delete a Spouse.
WARNING: If you edit the client's date of birth, this will reset your scenario. The base expense amounts will be reset to $0 and any contribution and withdrawal overrides that you previously entered on the Planning page will be cleared. It is a good idea to copy the scenario before making any changes to the date of birth, so you can refer back to your original scenario to make the required updates.
Once you have made your changes and clicked away from the entry, your changes will be automatically saved. Note the Saved indication at the bottom of the page. Select Planning Pages in the 2nd level navigation at the top left to return to the Planning page.
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How to edit the General Scenario Details (Projection years, Retirement Age, Inflation, and Default Rates of Return)
Select Scenario Setup -> General.
Here, you can edit the retirement age, the start and end dates of the projection, inflation parameters, and rates of return for financial assets.
If you select Defaults you can save your settings for any NEW scenarios that you create. New scenarios will automatically use the settings you have saved here for Inflation and Rates of Return.
You also have the option to download Projection Assumption Guidelines.
The values under the Rates of Return section will be displayed in the Client Report Assumptions. Changing the Rates of Return will update the default rates for any NEW financial assets added in this scenario, but previously entered financial assets will still use the original Rates of Return. To change the rates of return for existing assets in your projections the easiest option is to do this directly on the the Planning page. You can also update individual assets one at a time under Scenario Setup -> Assets.
Note: If you change the client's name or other information in one scenario, this will not automatically update the information in all other scenarios for this client. You must edit each scenario individually.