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Fact Finds - Internal

Feature RequestFact Find

We have many vulnerable and elderly clients who cannot complete their own Fact Finds. Currently, the system does not allow a Fact Find to be created or completed without an email address attached to the client, which forces us to use a dummy or our team emails as workarounds.

Allowing Fact Finds to be completed internally, without needing to send requests or link to a client email, would remove administrative barriers for our vulnerable clients.

Area of the system
Posted by Curtis Berry ·
Status: Accepting Feedback1 comment

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Comments1

  • Curtis Berry

    •

    Jun 24, 2025

    When advisers impersonate clients to complete fact finds, notes they add are recorded as if the client added them, so these notes are visible to clients. You then have to manually go through each section of the clients record and change visibility back to private afterward - this is inefficient and inconvenient.