Modifying Recommendations

Any added recommendation can be modified as needed by clicking on the button on the same line as the recommendation you want to modify. Once clicked a recommendations edit window with the recommendation text, Time Period, and Responsibility is displayed. To edit the text click into the text field and change the text, the Time Period, and Responsibility can be changed by selecting from the drop downs provided.

Time Period: The expected time frame for addressing the stated recommendation. This can be anywhere between ’1-3 Months’ and ‘> 10 Years’

Responsibility: The individual responsible for managing the stated recommendation. This can be the Advisor, Client, Spouse/Partner or Other. When Other is selected an additional field for more details about the other person is displayed.

Once the recommendation has been edited, click to store the changes to the recommendation.