When new Fact Defaults are added within Settings, who will receive these new default assumptions?

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Multiple Choice

When new Fact Defaults are added within Settings, who will receive these new default assumptions?

New defaults are applied at the moment a new client is created. They define the initial values for that creation, not for records that already exist. So when you add new Fact Defaults, only clients created after that change will automatically use those defaults. Existing clients keep whatever values they had before unless you manually update them or run a separate retroactive update. If you want to apply the new defaults to current records, you’d need a data update process to rewrite those existing entries.

When new Fact Defaults are added within Settings, who will receive these new default assumptions?

Prepare for the eMoney Certification Exam with comprehensive quizzes and questions that test your understanding and skills in financial planning. Each question includes hints and explanations to ensure you are ready for your certification test!

When new Fact Defaults are added within Settings, who will receive these new default assumptions?

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