Skip to main content

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
Status: Accepting Feedback

Log in to comment and vote

No comments yet

Be the first to share your thoughts.