This article explains how to reconfigure the ValueMax module to display your custom Questionnaires or "lite" questionnaires instead of the standard Questionnaires.
To create custom Questionnaires, please see the article here.
You must update your ValueMax configuration BEFORE creating the new client you want to use your custom questionnaires with. If you would like to revert to the previous questionnaires or use subsequent new questionnaires, you must again change the configuration before creating that client in the Maus Hub. When you would like to have different configurations for existing clients, you must change the configuration to what you want to see under that clients profile before you access or add data to that client.
Enter Advisor Settings
For Custom Questionnaires: Once you have saved your custom questionnaire in the "My Questionnaires" tab, click on the "Module Settings" button.
For "lite" questionnaires: go directly to "Module Settings." You will see the names of the preloaded Questionnaires and the questionnaire that currently maps to each Questionnaire.
Under these drop downs you will be able to choose from the "lite" or custom questionnaires you created previously. Select the questionnaire you would like to appear in ValueMax for each Questionnaire.
Once you are happy with your selection, scroll back to the top of the page and all the way to the right to locate and click the "Save ValueMax Configuration" button.
You may now create your new client and use your new configuration. Every client you have will also have this configuration displayed in their ValueMax module. If you would like to see past configurations, you must change the configuration back to the previous.