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Make a Copy of an Asset-Map

Here are steps to take if you need to make a copy (clone) of an Asset-Map and Household

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a year ago

Overview and Tips

There is currently no manual shortcut to creating a duplicate/copy/clone Household and Asset-Map. The procedure below outlines the steps to take to make a copy of a household.

The questions to answer before taking these steps is:

  • What's the purpose of doing this?

  • Is it merging two households?

  • Is it showing a before/after snapshot to the client? If so, maybe using our Hide/Unhide feature is the better method.

  • Is it for historical record?

If you're looking for information about how to make a copy of a map you've got choices. Depending on your reason, please review the resources below: 👇

Alternative Options

Drafts

Visually illustrate actions to financial instruments on a map.

Before and After Asset-Maps Using Hide & Unhide

A method to show two scenarios of a map

Merge Households

Options for making one map from two households

Some of these can be answer by creating and saving a PDF of the current household as it is being edited, without needing to create an entirely new household and map.

Create a New Household

Below are steps to create a new Household with the same Financials:

  1. Open the household from the Household Index to view their summary page.

  2. Click "Edit" next to household name.

  3. Change the Status from Client, Prospect or Sample to STENCIL. Click "Save Household".

  4. Create a new Household (click house icon in top left, then "Add Household"). Select Sample, Client or Prospect as the status. (Note: you can also decide to apply this to a current household.)

  5. Name this household appropriately as you see fit: Johnson Copy or Johnson Proposed. Enter the Members information exactly as it is on the original, especially maintaining the Roles of each member (Primary, Dependent, Partner, etc).

  6. Click Add Household button

  7. Once created, Apply a Stencil from the Actions menu. The Actions menu can be found by clicking the colored "plus" icon at the top of the household menu.
    ​

  8. Search for the first household name in your My Stencils library. 

  9. Select it and click Apply Stencil.

  10. The tiles applied will be grey place holders that you can edit, save or delete as needed.

  11. Remember to change the original household status from "stencil" back to "client".

Bonus: Easier Method!  Use the Hide/Unhide feature.  Click Here.


Tags: duplicate, clone, copy, before and after, double, save, before, after, before/after

5/2024

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