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Allowing clients to add/update plans without a FF Request

Under Review

Client Portal

emily_loveridge

Currently, we need to send a client a factfind request in order for them to update their information (i.e. adding a plan) and so it would be helpful if the client could add information without us having to send them a request to do so.

4 months ago

zoecoxon

marked this post as Under Review

4 months ago

zoecoxon

Hi Emily, thanks for raising this! I have passed this across to the developers to look into.

4 months ago