The Actions Menu is accessed from the Tools menu from within a Household.
It is also available by clicking in a blank area directly on the Asset-Map with the alternate mouse button (right click, typically).
The Actions Menu has the follow options and functions:
Generate PDF - generates an electronic copy of the current page. Depending on firm compliance requirements, text such as "For Internal Use Only" may appear at the top of the PDF. Use the Reports tab to Generate a Comprehensive Report to remove the compliance text.
+ Member - opens the add member interface
+ Entity - opens the add legal entity interface
+ Cash flow - opens the add cash flow interface
+ Asset - opens the add asset interface
+ Liability - opens the add liability interface
+ Insurance - opens the add insurance interface
+ Target-Map - opens the add Target-Map interface
+ Advisor - opens the add advisor interface
Apply Stencil - opens the apply stencil interface
Clear Stencil - clears all stencil tiles from all household members and entities
Show Members - toggle the members list on/off (top of Asset-Map). Affects only the web page interface, not the electronic report.
Show Legend - toggle the Legend on/off (bottom of map). Affects only the web page interface, not the electronic report.
Show Hidden - toggles financials that have been hidden. Financials that are hidden are not calculated, colorized on a map until the Hide box is unchecked on the tile's edit window. Hidden financial tiles are not printed.
Show P&C - toggles Property and Casualty financials on/off.
5/2022