Allowing clients to add/update plans without a FF Request

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.

Area of the system
Fact-find

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Almost 2 years ago

Author

Emily Loveridge

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