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?
Status: Rejected
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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