Sending a Factfind Request
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
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-03-15-at-150910_xamjvf.png)
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!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-03-at-163743_1133i0w.png)
Go to the relevant client and select Add New
From the dropdown list that appears, select Factfind Request
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-03-15-at-150910_xamjvf.png)
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!
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-03-at-163743_1133i0w.png)
Updated on: 31/07/2024
Thank you!