Joint Factfinds
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.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-141439_30bbcp.png)
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!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142515_ttsv4l.png)
Once the factfind request is sent, the request and message appear in the client’s Plannr portal
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142834_2xulth.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142909_kx3w3m.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-141439_30bbcp.png)
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!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142515_ttsv4l.png)
Joint Client View
Once the factfind request is sent, the request and message appear in the client’s Plannr portal
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142834_2xulth.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-17-at-142909_kx3w3m.png)
Updated on: 17/10/2023
Thank you!