Planner Portal: Message Overrides

Adviice provides warnings and opportunities on each page to help clients avoid entry mistakes and take advantage of opportunites in their plan.

These can be disabled on any page in either the Planner or Company Profile Sections.

You can do this by selecting "Disable" in the drop down for that page.

If you have multiple planners with different preferences, these choices can be overridden at the Planner level by selecting 'No' for the question - Used Company Message Overrides.