Anita Rickwood

Upvoted Expectation Export to PDF/CSV Upvoted EDI Integration with Fidelity Upvoted Abililty to export EDI statement from Plannr Upvoted Plan sorting feature Created “Same as Client 1” option for joint fact finds Upvoted Vulnerability on Factfind Snapshots Upvoted Fact Find Snapshot - side by side view for joint clients Upvoted Corporate fact finds Upvoted Vulnerability in Fact Find Upvoted Automations: trigger frequency enhancements Upvoted "Client Uploads"Upvoted Create hidden client group (for non active or deceased clients)Upvoted Annual Review Log/Tab Upvoted Employee/User Permissions Re-Work