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System Setup (Miscellaneous Settings) |
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System Setup (Miscellaneous Settings) |
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System Setup (Miscellaneous Settings)
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System Setup (Miscellaneous Settings) |
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System Setup (Miscellaneous Settings) |
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| Note: | To access the Setup configuration, select Setup/System from the main menu. |
This provides a single place to configure TRAK. Most settings (except database configuration) are stored in the database. The navigation bar on the left side allows for quick selection of the item to be configured:
Note: Actual appearance of the navigator may differ depending upon the version of the application being used.
These navigation items provide direct links to information about their configuration:
Annuity Factors: Determines if unisex or gender specific tables are used in the Split Annuity calculations.
Asset Allocation: Determines if the questionnaire has one question on the screen or multiple questions shown per screen. Changes take place the next time the Asset Allocation program is opened.
Backup/Restore: Configures the frequency of automatic backups.
Chart Gap Calculator Chart Colors
Debt Analyzer: Configures the type of qualified plan (401(k) or 403(b)) to illustrate in the Debt Analyzer calculator.
Look and Feel: Configures how the application (including tool bar, grids, tabs and editors) appear.
Qualified Plans: Allows hiding qualified plan types not used by the agent.