Plan Specific Links for Quantech Web Module 6.0

[Guest Jclark]

I'm looking for information on how to add plan specific links to the Quantech Web Module 6.0.

I want to list link(s) specific to the plan that is being accessed.

Any info is greatly appreciated

Thanks

[Fred Payne]

We successfully added a plan-specific link to the Web module but declined to do any additional customization. Our hope is that the forthcoming upgrade will include as standard features some of what we would like to customize. In any event were we to customize more now, we would undoubtedly have to redo it all once the new release becomes available.

This is what we did do. On the menu bar in the left frame, we added a link that, when clicked, opens up a separate window whose content lists each Plan investment option, sorted by asset class, and its performance history over various time periods. This content is a document that gets created outside of Relius.

This page needs to be an ASP page that has the coding to cross-reference to the planname as identified within Relius.

The way we programmed it, every Plan will have such a link. I don't know whether it could be programmed such that a link would appear for one plan but not for another.

We have a full-time programming staff and the inhouse expertise to accomplish this. I think someone with some programming knowledge would be required to duplicate our efforts

I have asked my programmer to write up some tech notes on this topic and will post it once I get it from him.