- 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 **Voyant Adviser, UK and Ireland**
- 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
