Factfind updates/checking

I’ve used online factfinds from Cashcalc and Fincalc. Both systems allow you to accept/modify any changes to a submitted factfind before accepting them.

With Plannr, any mistakes by the client go straight in.

There should be an option to validate additions/changes before accepting them.

Area of the system
Fact-find

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Date

2 months ago

Author

Kenny Gahagan

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