Updating Factfind

When adding details to fact find i.e. dependants, I am adding them to the joint client, but they dont's copy over to the individuals. Is there a way of requesting updates to be added to individual client and joint?

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Fact Find

Date

About 4 years ago

Author

valeriehoban

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