Sending a Factfind Request to a Circle
Circles is due for release March 2025! This functionality is not currently live within your Plannr site. [Last updated 19.02.25]
Before sending a Factfind to a Circle, you'll want to configure who can answer for whom. To do this, go to the go to the Work menu and select Factfind Access Settings.
From here you'll see each member of the Circle has a tile, with all the other members' names listed beneath them. You can give an individual the permission to answer for another circle member by selecting the tick next to their name in the list, or prevent them from answering by selecting the cross.
From the desired Circle, select Add New
Choose Factfind Request from the dropdown
The following modal appears asking for further information on the request:
Decide who the request should be sent to. You can select an entire Circle, or press Let Me Choose, and then either search for specific clients or pick members from an existing Circle.
Select the Factfind schema to send to the client. More information on Factind schemas is available here.
Decide if you want to send the client an email prompting them to complete the Factfind. If you choose not to, you will be given a URL to send to the client.
Edit or remove the invitation text sent to the client inviting them to complete the Factfind.
Send request when ready
Once sent, the request will appear under the Factfind Requests tab, where you'll be able to see the progress of the request. You can impersonate the client and fill out the Factfind by pressing the eye icon, or delete the request by pressing the bin icon.
The client will receive the following email inviting them to fill out the Factfind:
Hitting proceed, they're taken to the client portal. From here, they can navigate to the Factfind request from the Actions menu tab on the left hand side, the Actions tile on the Dashboard or the notification bell at the top.
Selecting the Factfind request they want to complete, the client is taken to the following introduction screen. As the client in this example has permission to answer for everyone in the Circle, all members are listed.
You can easily navigate while within a Factfind, either by clicking on the desired section itself from the left, or by using the next and previous buttons at the bottom, where you can also mark each section as complete when done. If you want to come out of the Factfind at any time, you can do so by hitting the back to actions arrow at the top.
You can switch between participants when answering by clicking the arrow next to the participant's name, bringing up the dropdown.
Configuring Factfind Access Settings
Before sending a Factfind to a Circle, you'll want to configure who can answer for whom. To do this, go to the go to the Work menu and select Factfind Access Settings.
From here you'll see each member of the Circle has a tile, with all the other members' names listed beneath them. You can give an individual the permission to answer for another circle member by selecting the tick next to their name in the list, or prevent them from answering by selecting the cross.
Sending the Factfind Request
From the desired Circle, select Add New
Choose Factfind Request from the dropdown
The following modal appears asking for further information on the request:
Decide who the request should be sent to. You can select an entire Circle, or press Let Me Choose, and then either search for specific clients or pick members from an existing Circle.
Select the Factfind schema to send to the client. More information on Factind schemas is available here.
Decide if you want to send the client an email prompting them to complete the Factfind. If you choose not to, you will be given a URL to send to the client.
Edit or remove the invitation text sent to the client inviting them to complete the Factfind.
Send request when ready
Once sent, the request will appear under the Factfind Requests tab, where you'll be able to see the progress of the request. You can impersonate the client and fill out the Factfind by pressing the eye icon, or delete the request by pressing the bin icon.
Client's View
The client will receive the following email inviting them to fill out the Factfind:
Hitting proceed, they're taken to the client portal. From here, they can navigate to the Factfind request from the Actions menu tab on the left hand side, the Actions tile on the Dashboard or the notification bell at the top.
Selecting the Factfind request they want to complete, the client is taken to the following introduction screen. As the client in this example has permission to answer for everyone in the Circle, all members are listed.
You can easily navigate while within a Factfind, either by clicking on the desired section itself from the left, or by using the next and previous buttons at the bottom, where you can also mark each section as complete when done. If you want to come out of the Factfind at any time, you can do so by hitting the back to actions arrow at the top.
You can switch between participants when answering by clicking the arrow next to the participant's name, bringing up the dropdown.
Updated on: 19/02/2025
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