Editing Fact Finds
When will clients be able to edit and amend their FactFind information without us having to re-send one? I noticed that if a client hits complete (which could be done by accident) they are then locked out. It would be really helpful if they could always have the functionality to amend basic details, with a restriction on plans that have fees linked etc.
- Area of the system
Status: Accepting Feedback
Log in to comment and vote
No comments yet
Be the first to share your thoughts.