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Fact-Find Sections & Custom Fields

Feature RequestFact Find

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
Posted by danielhigginson ·
Status: Completed1 comment

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Comments1

  • Gareth (G) Thompson changed status to In Progress
    Team•

    Feb 27

    Pinned

    Just a heads up that this is included in the upcoming Fact find v3 update that’s been shared on the community, today.