The contents of this tab generally control the basic assumptions that MasterPlan applies when it does a projection or creates a report. MasterPlan automatically fills in the default assumptions which were set up on the Economic Assumptions Tab (reached by clicking on Database | Preferences, or by clicking on the Prefs button in the Main Toolbar). Any changes you make here on the client’s assumptions will be saved with this client.
Household Name: We will sort the new client in the client list by the data in this field.
Report Header: MasterPlan will use the contents of this field at the heading on its various reports.
For our sample client you might enter the information as we display below:
Note: When you type in a new item of information, remember to press the Tab key before saving the data for that window. Notice also that John and Mary Demo are still the currently selected clients, even though we are entering data for the Ziegfields. This means you can add a new person to the client list easily.
Now click on the Client Contact Tab.
