Edit Fact-Find within Fact Find Request

When a client has completed a Fact Find request, there does not seem to be a way to edit the "completed" Fact Find should information be missing. Is there a way that the adviser/administrator can add info to this Fact Find (post meeting) instead of having to add the missing information indiviually on the clients dashboard?

Area of the system
Fact-find

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

Over 1 year ago

Author

Llewela Charles-Jones

Subscribe to post

Get notified by email when there are changes.