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.
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Accepting Feedback
Feature Request
Fact Find
10 months ago

Curtis Berry
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Fact Find
10 months ago

Curtis Berry
Get notified by email when there are changes.