For customers whose record you retrieved from the calculator’s History we’ll help you keep things organised. When you’re ready to save a calculation you’re now prompted to note what changes occurred. So if your customer has had a child since your last meeting enter this information in the text box to create a record.
When you next open the History menu and click on Show revisions for that customer, you’ll see all the changes captured, and which advisor made them. This makes it easier to follow changes in customers’ circumstances even if you don’t see them for a while.