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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Accepting Feedback
Feature Request
Fact Find
Over 1 year ago

Natalie Calder
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Accepting Feedback
Feature Request
Fact Find
Over 1 year ago

Natalie Calder
Get notified by email when there are changes.