ALyon
Level 3
07-15-2022
05:52 PM
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@IntuitAlisa What you suggested creates a new blank plan. I would suggest an option that when you create plan #2 for the same client, you can choose to start with a blank plan or start with an existing plan.
For example, I may do a plan with only two strategies. Then I want to create a second plan that has those same two strategies PLUS more strategies.