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  3. Manage client cases and what-if planning scenarios

Manage client cases and what-if planning scenarios

Follow New articles New articles and comments
  • What happens to a client file once it has been deleted from the software?
  • How to rename or delete a what-if scenario
  • Client files and plans (scenarios) - Voyant terminology
  • Export button is disabled. How do I synchronise files between computers?
  • Version comments vs. plan notes. What's the difference between them?
  • Share a client record with a colleague
  • How to delete a client file (client record)
  • Version comments - Comments cannot be edited
  • Base Plans and Scenarios - Create and compare what-if plans
  • Password protect individual client cases or perhaps your own personal client case
  • From Scenario to Action Plan - Promote a former what-if plan, making it the new base plan

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