Fact-Find Sections & Custom Fields

It would be good to be able to add custom fields not only to client record (already available) but to individual sections of the Fact-Find. For example, under "Estate", I could have a custom field asking if the client has a plan to protect and pass down their digital assets/logins.
This functionality would lead to truly bespoke Fact-Finds for all Plannr firms.

Area of the system
Fact-find

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

Over 3 years ago

Author

danielhigginson

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