Fact Finds - Internal

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
Fact-find

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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

10 months ago

Author

Curtis Berry

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