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.
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Accepting Feedback
Feature Request
Client Portal
Almost 2 years ago

Emily Loveridge
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Client Portal
Almost 2 years ago

Emily Loveridge
Get notified by email when there are changes.