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Fact find updates/checking

Feature RequestFact Find

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
Posted by Kenny Gahagan ·
Status: Planned2 comments

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Comments2

  • Graeme Brown

    •

    Sep 9, 2025

    yes, need to screen before client updates core data. if they change their email it unlinks all historic email records which is a huge problem

  • Lucy Grifferty

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    Jul 25, 2025

    Just been testing out the FinCalc system myself and noticed this with the FactFind. Then came into Plannr to a chaotic update from a client!

    This would be a massive time saver and mistake avoider particularly given the current fact find trickiness with the changes from Circles.