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.
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Accepting Feedback
Feature Request
12 months ago

Emily Loveridge
Get notified by email when there are changes.
Accepting Feedback
Feature Request
12 months ago

Emily Loveridge
Get notified by email when there are changes.