It would be great to be able to save client acccountant and solicitor details in factfind. Useful when working with professionals to see which clients they act for and make it easier to refer work back to them and also communicate with them.
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Feature Request
Fact Find
Over 2 years ago

deleted282
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Accepting Feedback
Feature Request
Fact Find
Over 2 years ago

deleted282
Get notified by email when there are changes.