Charter Capital, Steven B., Destin, FL
I would like to know how to change the default path to save the client data/profiles to a subdirectory of my choosing. I don't want to have to find this subdirectory everytime I want to save a change in the file. I want the save/open subdiretory to be of my choosing.
Thank you for your help.
Hi Steve,
Right now there is not a way to do that... we found that many guys would lose the file because they didn't know where they put it so we defaulted the client files to go to this location:
My Documents\Torrid Technologies\Retirement Savings Planner\Client Files
If for some reason you really need to change that and you know how to use windows, you can delete that folder and create a shortcut of the same name that then points to any folder you want... you have to do this on your hard drive though...
At some point we may add a setting that let's you change that location but for now it is hardcoded into the software.
