After sending a fact find to a client, you may find the need to edit it after the client has submitted.
Go to the Contacts tab from the left hand side menu.
Select the client with the fact find you need to change.
Click on the Work tab to bring up the following options.
Select fact find Requests.
Here you can see all Fact Find Requests, along with the sent date, progress status, and percentage completion. Click on the name of the fact find you wish to edit.
Here you will be able to go through the fact find as a client would, so you can easily edit any section.
Once you're done editing the fact find, select the Submit button. This button will only appear when you are on the last section of the fact find.
Hitting Submit will mean the fact find can no longer be edited.
Alternatively, if new information needs to be added after submission, you can update the relevant details directly in the associated client record, ensuring that all information remains accurate.
Best Practices for Maintaining Accurate Fact Finds
Double-check information before submission: Ensure all client details are accurate and up-to-date before submitting the fact find.
Utilise client records for post-submission updates: Client records offer a flexible way to store and update information that arises later.