Factfind notes show in 'snapshop' for ALL sections

I appreciate there has been a recent update to include anything in the 'notes' sections within the client areas to pull through to the factfind snapshop document. Could this therefore be replicated for the plan sections.
We're having to duplicate things when it comes to file reviews with compliance, adn can be graded down as the factfind looks half complete as majority of 'soft facts' are in the notes sections?

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Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

Over 1 year ago

Author

Natalie Calder

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