Support

The latest version is 1.1.10 - Please make sure you're running the latest version before contacting us for help

Version History

Version 1.1.10 - 31 May 2005

Taxable income shown on summary report when expenditure analysis not done.

Version 1.1.9 - 30 May 2005

Assets and Liabilities now shown even if Additional Inheritence Tax Information not provided.
Income and Expenditure notes now shown at end of summary report.
Summary report is more adaptive to the questions asked.

Version 1.1.8 - 19 February 2005

Updates to strengthen the KYC requirements.
Data Protection Statements on Declarations updated and now user specific.
Summary report enhanced to tailor output in line with the questions asked.

Version 1.1.7 - 15 November 2004

Additional Income/Expenditure Questions added in introduction to customise SimplyFactFind build.
"Known as" question added after client name.
Valuation Date fields added following each valuation field.
Remaining Mortgage term calculated and displayed in years and months based on FactFind date.
Financial Priority section overhauled to aid the advice process, including affordability and additional note sections.
Updates to risk text.
Searches are no longer case sensitive.
Policy Number now included in search results where appropriate.
Additional Searches added for "Protection Policies", "Medical Expense Cover", "Income Replacement" and "Cash and Savings".

Version 1.1.6 - 2 October 2004

Issue where save document when a client name has not been entered resolved.

Version 1.1.2 - 4 March 2004

Resolved issue whereby the frequency drop-downs are losing their value or become unselectable.

Version 1.1.1 - 27 February 2004

Combo boxes now highlight when they have focus.
Default save location can be specified in the application configuration file.
Summary report displays all mortgages correctly.

Version 1.1.0 - 27 January 2004

First public release of SimplyFactFind.

Frequently asked questions

Q. When trying to install the application I get access denied errors.

A. As with all Windows software you should be logged in as an administrator to install the software. The reason for this is that the application is installed into the Microsoft recommended location: "c:\program files", but to write to this area you must be more than a normal user.

Q. My dates appear backwards, or in American format

A. That's most likely because your computer thinks it's in America! There are options in Windows called "Regional Settings" that control things like the date and currency formats - you should make sure that this is set to UK for the correct formats to apply.

Q. When I print the pages go onto multiple sheets, some of which are blank

A. We have designed the reports in SimplyFactFind to fit onto A4 paper. It is quite common to come across printers that have incorrectly been setup to use Letter paper size (the American default) and this will cause the prints to go onto multiple pages.

Q. What is the minimum specification PC for running SimplyFactFind?

A. We support all current Microsoft operating systems and have tested on many of the legacy ones as well. We would suggest a minimum of a Pentium II processor and 64MB RAM, but a recommended configuration would be a Pentium III and 128MB memory. The faster the machine the quicker the user interface will perform.

SimplyFactFind requires the Microsoft .Net Framework 1.1, which in turn requires Internet Explorer 5.0 or greater so this will need to be installed on any early (pre 2000) operating systems.

We have users running on Windows XP, Windows 2000 and Windows Me. We have also got users running on Windows NT 4 workstation but please see some of the FAQ's further down to ensure that the machine is up-to-date before attempting to install and run SimplyFactFind.

Q. Does SimplyFactFind run on Linux?

A. We don't current support Linux but if enough interest was expressed we would consider running SimplyFactFind under Mono. Please contact us if you are interested in this option.

Q. How should I backup my files?

A. SimplyFactFind uses its own file format based upon an XML structure. These files can be copied to CDROM or to any other backup media. The files are not locked when in use to enable networked backups.

In a small network environment we would recommend using offline folders to keep a copy of your fact find documents on your server and a local copy on your workstation/laptop.

Q. I've installed the application as an administrator but now the users can't see the application in their start menu.

A. During the installation you are prompted as to whether you want to install for the current user or for all users. The most likely cause of the above is that the installer chose the current user not all users.

The easiest way to resolve this is to either re-install the application (no settings will be lost) or to login as an administrator and copy the shortcut files from "c:\documents and settings\administrator\desktop\simplyfactfind.lnk" to "c:\documents and settings\all users\desktop\" and from "c:\documents and settings\administrator\start menu\programs\gatique" to "c:\documents and settings\all users\start menu\programs\"

Q. On Windows NT I get an error message when running the application stating that that an "Exception has been thrown by the target of an invocation".

A. We use 128bit security within our application and rely on the encryption routines supplied by Microsoft. Early editions of their software were supplied with 56bit encryption until the US government allowed Microsoft to introduce the much stronger 128bit routines.

It is quite possible if you are using Windows NT that you've not yet upgraded to the 128bit security. This can be done by going to Windows update (http://windowsupdate.microsoft.com) and downloading either Windows NT 4.0 Service Pack 6a (128bit) or the Internet Explorer High Encryption Pack. The latter is the quickest to download, but depending on whether your machine is up-to-date with patches you may need to install the full Windows NT service pack which could take several hours over a slow Internet connection.