Assets and Liabilities

From Steve:
In the personal detail there is nowhere to input assets & liabilities, this doesn't appear in the client fact find when it is sent to the client. It would be also useful to have somewhere we can record ATR, capacity for loss and knowledge and experience. Is this something we can add if so how? or do you have to do it.

Area of the system
Fact-find

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

Over 3 years ago

Author

Elizabeth Potter

Subscribe to post

Get notified by email when there are changes.