Joint Factfinds
This functionality will be replaced by sending Factfinds to a Circle. Use of joint client records is being phased out from March 2025.
Factfinds can be sent to joint clients to collect both clients' information in one!
Further information on creating a factfind can be found here.
As with individual factfinds, sending a joint factfind is simple!
From inside your joint client:
Select add new.
Choose new factfind request.
This will bring up the following modal
Select the client you wish to send this request to. If you chose to send this request from within a client page, that client will be autofilled here.
Type a short message inviting the client to check their plannr portal.
Select which factfind schema you want to send.
Send the request when ready!
Once the factfind request is sent, the request and message appear in the client’s Plannr portal
Clicking view takes the client to the factfind. Here they can fill in their details and switch between the two individuals using the tabs at the top.
Factfinds can be sent to joint clients to collect both clients' information in one!
Further information on creating a factfind can be found here.
Sending a Joint Factfind
As with individual factfinds, sending a joint factfind is simple!
From inside your joint client:
Select add new.
Choose new factfind request.
This will bring up the following modal
Select the client you wish to send this request to. If you chose to send this request from within a client page, that client will be autofilled here.
Type a short message inviting the client to check their plannr portal.
Select which factfind schema you want to send.
Send the request when ready!
Joint Client View
Once the factfind request is sent, the request and message appear in the client’s Plannr portal
Clicking view takes the client to the factfind. Here they can fill in their details and switch between the two individuals using the tabs at the top.
Updated on: 26/02/2025
Thank you!