Just open your NextGen software when connected to the Internet to get the update.
The Spring Release includes:
  • Import files from the Legacy Software
  • Import new contacts from a CSV file
  • New Pop-ups for Windows & macOS Installations
    • PEM
    • TVM Calculator
    • Income Tax
    • Marketing History
  • Contact’s Data Screen
  • Retirement Ready or Not Update
  • Direct Links to Training Scripts
For a detailed walk-through of the changes and added features, watch our training video (click here)