*New Feature* Fact Find Update Tab

The new fact find feature has been designed for more efficiency and visibility when pushing new facts to the client’s fact find in the CRM or updating existing facts in the client’s fact find in the CRM.

The process is simplified and streamlined, the workflow looks like this:

Each category, such as Income, Assets etc. has its own section, accessible via the navigation pane on the left hand side.

At each section, the user must review the hard facts in the table and push them to the fact find fields in the CRM.

If your CRM is Intelliflo, each section will be split into Hard Facts and Soft Facts. Soft Facts can separately be pushed into the notes for that category in Intelliflo.

If an existing fact requires an update; due to new information from the meeting, this will be clearly signposted with the 'Update' icon.

Any updated value is clearly highlighted in blue.

If the user needs to check the evidence first, to ensure the updated values are accurate, they simply click the quotation marks icon to reveal the part of the transcript that contains evidence to support this update.

To accept the update, the user simply clicks the ‘Accept’ button.

If a fact has been identified as brand new (unrelated to an existing fact), the user simply ticks the tick box on the furthest left column next to the new fact.

The tick box will not appear unless that fact contains values in each of the required fields. Required fields are identified by their red asterisk in the column heading.

For information on how to add values to a blank field, browse to the Amending Facts section of this guide.

Once you have accepted and ticked any existing facts or just ticked any new facts, you can push these to your CRM via the Push to CRM button in the bottom right corner of the screen.

If you need to make changes to the facts that appear in the table OR add additional facts that have not appeared in the table automatically, this is detailed below.

To provide a value to a blank field, or update an incorrect value on a filled field, the user must click on the field.

If there is a set list of possible values, this list will appear below and the user will need to select from the available options.

Alternatively, the user may be required to simply type the value into the field.

Any field that has been updated manually by the user will exhibit a yellow circle to the right of the field.

If the user determines a fact has been assigned to the wrong Category, and therefore appears in the wrong Category section, they can move this fact to a different Category section.

To do this, the user clicks the three dots in the furthest right column of that fact, and selects the Change Category button.

This will open a new window, where they can click the drop-down menu underneath the heading ‘Select a new fact type’ and choose the correct category.

To confirm the change, the user must click the ‘Change Fact type’ button.

The fact will now appear in the correct category section.