An update was made to TOTAL Online yesterday, Wednesday 12/17, that includes two new features and significantly improved performance in the expense section.
New Feature: Express Reports
Express reports have been added as an additional report category. A few of the express reports have been available to be added to the main Easy Money and Golden Years reports. Now the full set of express reports can be generated separately, matching the feature available in the desktop edition.
New Feature: Session Timeout Duration
Session timeouts help protect data when you leave your computer unattended by logging you out of the system so information cannot be viewed without the proper login credentials. Twenty minutes is a common standard for a session to timeout, and that is the default session timeout for TOTAL Online, which until now was hard-set.
We know advisors are often interrupted, and twenty minutes can go by with a phone call, an email or two, or just a search to find supporting materials. To improve your planning experience, TOTAL Online will now allow program administrators to change the session timeout duration. The default will continue to be 20 minutes, but now the system will allow this session timeout to be customized to best suit your needs.
The maximum session timeout duration is 90 minutes. If you are working on your personal computer at the office or at home, you should feel comfortable increasing your session timeout duration. However, if you work from shared or public computers help ensure your client data is protected by maintaining a shorter timeout duration.
If you are an administrator, you will have an Administration option on the left side menu. Select the Password Policies tab. Here you will find the option to change the session timeout duration.
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