Create Joint Income Analysis research through the Contact record.
Navigate to Contacts tab:
Find your client in the list or search:
Scroll down to Income Analysis and click New:
Complete New Income Analysis details, including whether you would like to use the accumulation or decumulation questionnaire risk rating in the research.
Save
Click into the below link or into the newly created research:
This will take you into the Goal Details screen:
For further information on Income Analysis research, see article Income Analysis - Joint Life - Add Goal Details
