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How to take Backup of your data?
You can take back up of your data in two ways:
A) Open BLISS Advisor software and go to Misc menu. Select Backup Data option from there. Click on Browse button and choose location for backup file and give a file name. Finally click on OK button to create backup.
B) Close BLISS Advisor software and right click on its desktop shortcut. Select Properties option from pop-up menu to open properties window. Click on Find Target button (in Windows XP) or Open File Location button (in Windows Vista and Windows 7). Copy LIC file (MS-Access file) from here and paste at desired location.
How to Restore Backup?
Close BLISS Advisor software and right click on its desktop shortcut. Select Properties option from pop-up menu to open properties window. Click on Find Target button (in Windows XP) or Open File Location button (in Windows Vista and Windows 7). Open Data Recovery Tool. There are 2 buttons in Data Recovery Tool. Click on 1st button. Select and Open Data File and Click on Restore Data button.
I have problem in generating reports like Policy Register, NB Statement, Premium Due, Outstanding etc.
Go through following 2:
A) There must be a valid, unshared printer installed on your system and its Paper or Page Size must be A4. Note that Microsoft Image Writer, Microsoft Document Image Writer or Send To One Note are not valid printers.
B) Run System Update-I and Update Patch of software.
It shows trial expire msg after new version update even after I have purchased license.
This problem occurs only in Agent's software. You might have installed View Version Update Patch instead of Full Version Update Patch or vice versa. Install right update patch to resolve the problem.
It shows blank/incomplete Location Wise report in Policy Register.
Close BLISS Advisor software and right click on its desktop shortcut. Select Properties option from pop-up menu to open properties window. Click on Find Target button (in Windows XP) or Open File Location button (in Windows Vista and Windows 7). Open Data Import Patch and click on Start Data Import Patch button and wait till its completion.
It shows old version of software even after I have updated latest version.
New Version Patch might have installed in other than BLISS software folder. While installing new version of the software, check Destination Folder path before clicking on install button. If you have not changed path of the software during full software install then its path will be:
C:\Program Files\Agent Advisor (in 32-bit operating systems) and C:\Program Files (x86)\Agent Advisor (in 64-bit operating systems)
When I double click on Agent Advisor to open software then it opens Agent Detail form with blank Name field and this field does not accept any entry.
Run System Update-I and New Update Patch of the software.
S. B. Due report calculates wrong SB value.
Close BLISS Advisor software and right click on its desktop shortcut. Select Properties option from pop-up menu to open properties window. Click on Find Target button (in Windows XP) or Open File Location button (in Windows Vista and Windows 7). Open Data Import Patch and click on Start Data Import Patch button and wait till its completion.
Online Policy Update and FUP Update are not working.
If you are using Windows XP then go to the Control Panel, open Windows Firewall and turn it off. If problem is still there then exit your anti-virus then try again. I f you are using Windows Vista or Windows-7 then go to the Control Panel: 1- Open Windows Firewall and turn it off. And 2- Open Internet Options go to Security tab. You will find a Check Box there with label "Enable Protected Mode (requires restarting Internet Explorer)". Remove check from that box and click on OK button.
Lapse Policy Statement is showing blank report.
You can try one of three:
1- Restore previous back up of data.
2- Import data from LIC (Division) CD
3- Download data by Online Policy Update using your portal password.
Latest updated plan is not working.
Problem occurs in Windows Vista & Windows 7 Operating Systems if User Account Control is enabled. Disable User Account Control, run Software Update Patch and Restore Data.
How to change address and contact detail on report header?
Open BLISS Software. Go to Misc menu and click on Modify Detail option. Make desired changes.
How to save reports or presentations?
Click on Print button (upper-right corner). Select PDF printer and click on Print button. It will open a window to choose location. Click on Save button.
In Plan Presentations it shows -1 year age on entering any Date of Birth.
Open Regional and Language Options from Control Panel. Click on Customize… button. Now Click on Date tab. Change Short date format to dd/MM/yyyy and click on OK button