Corporate fact finds

There’s currently no way to create and send fact finds for corporate clients on Plannr. We have quite a few corporate clients and having to use other solutions.

Would be good to have this functionality within Plannr where you can pull the corporate client fields into the fact find.

Area of the system
Fact-find

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Upvoters
Status

Planned

Board
💡

Feature Request

Date

About 3 hours ago

Author

Beth Igglesden

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