Fact Find Snapshot - side by side view for joint clients

It would be useful for client meetings if the Fact Find Snapshots could show joint client details side by side rather than a Fact Find being created for each individual client only.

Area of the system
Fact-find

Please authenticate to join the conversation.

Upvoters
Status

Planned

Board
πŸ’‘

Feature Request

Date

4 days ago

Author

Matt Walder

Subscribe to post

Get notified by email when there are changes.