Sending a Factfind Request
Incoming changes to Plannr with reference to Circles have been mentioned in this article, in readiness for the release date.
Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here.
Go to the relevant client and select Add New
From the dropdown list that appears, select Factfind Request
This brings up the following modal:
Select the Client using the dropdown menu. The field will be autofilled with the client who’s profile the factfind was created from, but this can be changed if required.
A brief message can then be added that the client would see when they receive the request.
Select the Factfind Schema desired.
Once all fields are completed, Send Request!
If you wish to send a Factfind to a Circle instead of an individual participant, you can find out how to do this here: https://support.plannrcrm.com/en/article/sending-a-factfind-request-to-a-circle-rab7dg/
Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here.
Go to the relevant client and select Add New
From the dropdown list that appears, select Factfind Request
This brings up the following modal:
Select the Client using the dropdown menu. The field will be autofilled with the client who’s profile the factfind was created from, but this can be changed if required.
A brief message can then be added that the client would see when they receive the request.
Select the Factfind Schema desired.
Once all fields are completed, Send Request!
If you wish to send a Factfind to a Circle instead of an individual participant, you can find out how to do this here: https://support.plannrcrm.com/en/article/sending-a-factfind-request-to-a-circle-rab7dg/
Updated on: 19/02/2025
Thank you!