What was happening

When you opened a snapshot, the household-level sections loaded, but the per-client sections appeared blank. This affected areas like Client Info, Employment, Income, Assets, Liabilities, Insurance, Retirement, and Estate—even when the snapshot already had data saved.

What we fixed

Per-client snapshot sections load and display correctly again when you open any client snapshot. Existing client-specific data shows up in the form as expected.

Where to find it

1. Go to Snapshots
2. Open any client snapshot