With Version 1.5 of the goalgamiPro Salesforce app, we have introduced a new Disclaimer Text field for the report that allows each firm or individual user to specify standard disclaimer text to include in the goalgamiPro report so that each time you create a report the same disclaimer text will be included.
The text entered in the Disclaimer Text field appears as part of the Notes page in the goalgamiPro report after any user-entered notes text.
The goalgamiPro app provides several ways that Disclaimer Text can get set and used.
- At an org-level by your Salesforce system administrator through the goalgamiPro Settings tab.
- At a user-level by each advisor through the goalgamiPro Settings tab.
- At a plan-level by turning off the default report info for a plan and entering the plan specific disclaimer text.
- At a report-level by entering disclaimer text for a specific report.
NOTE: To utilize the Disclaimer Text field, your Salesforce system administrator must first make the field accessible. Please refer to the "Adding Disclaimer Text Field to your Salesforce Org" configuration guide available from our knowledge base.
For a more complete description of the feature, please click on the attached guide.