Link to Partner

The fact finds need to link to partners and joint clients. At the minute you have to update 3 records if you have husband and wife. It's no good sharing a fact find if one can't complete it on behalf of the other (e.g. with dependents, employment, plans etc).

Area of the system
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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Fact Find

Date

Over 3 years ago

Author

Andrew Neligan

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