It would be useful for client meetings if the Fact Find Snapshots could show joint client details side by side rather than a Fact Find being created for each individual client only.
It would be useful for client meetings if the Fact Find Snapshots could show joint client details side by side rather than a Fact Find being created for each individual client only.
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Planned
Feature Request
About 1 month ago

Matt Walder
Get notified by email when there are changes.
Planned
Feature Request
About 1 month ago

Matt Walder
Get notified by email when there are changes.