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?
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Accepting Feedback
Feature Request
Fact Find
Over 1 year ago

Llewela Charles-Jones
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Fact Find
Over 1 year ago

Llewela Charles-Jones
Get notified by email when there are changes.