25 articles
How do I import my client's marketing preferences into Smartr365? (System Admins)
How can I view the history of my client's marketing preferences?
How can my client set their marketing preferences?
How can I set my client's marketing preferences?
How do I export my clients marketing preference data? (System Admins)
Where is the Financial Overview located?
What is the fact find?
Where is the fact find located?
What sections are included in the fact find?
How to download a copy of the fact find
What is sharing the fact find?
Can I edit fact find questions?
Financial Overview: Income & Expenditure Totals, Mortgage & Protection Budgets
Fact Find - Savings Section
Fact Find - Existing Properties Section
Fact Find - Credit History Section
Fact Find - Expenditure & Credit Commitments Section
Fact Find - General Employment Section
Fact Find - Other Monthly Income Section
Fact Find - Employment History Section
Fact Find - Current Employment Section
Fact Find - Dependants Section
Fact Find - Address History Section
Fact Find - Personal Details Section
The fact find is read only, why?