Dependants
Relationships should pull through to the dependants section on the FactFind.
Especially for multi-generational planning
I.e. Mr J Smith (76) might have an existing Plannr relationship with his son Mr P Smith (45) but this does not create a dependant record so we have to duplicate the information.
Area of the system
Please authenticate to join the conversation.
Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Date
6 months ago
Author
Curtis Berry
Subscribe to post
Get notified by email when there are changes.
Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Date
6 months ago
Author
Curtis Berry
Subscribe to post
Get notified by email when there are changes.