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.
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Accepting Feedback
Feature Request
Fact Find
Over 3 years ago

danielhigginson
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Accepting Feedback
Feature Request
Fact Find
Over 3 years ago

danielhigginson
Get notified by email when there are changes.