Fact find shows Current age
Fact find - once Date of birth is inputted it should show current age next to it
Hey there,
The factfind now shows the current age on the personal details page when the date of birth is inputted. See screenshot attached.
Thank you for all your votes.
Warm regards,
Product Team.
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Mary Hodges commented
This has not been completed correctly... The age is still on showing on the protection date of birth part of the factfind...
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AdminAnonymous (Admin, smartr365) commented
Hey there,
The factfind now shows the current age on the personal details page when the date of birth is inputted. See screenshot attached.
Thank you for all your votes.
Warm regards,
Product Team.
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Stuart Harvey commented
Yes this is much better!
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AdminAnonymous (Admin, smartr365) commented
Hello all,
Thank you for voting on this topic. Your votes have raised traction, bringing this issue to the forefront. We plan to include the age of the client on the fact find, which will be populated as soon as the date of birth is inputted. This will be displayed both on the adviser and the client portal. See wireframe of what it will look like attached. Please let me know your thoughts.
Thank you.
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Shelby Harding commented
saves time
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Andrew Sheen commented
I completely agree with this.
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Colin McNulty commented
Hi, I'm hoping you'll get round to auto calculating a client's age in years in months and showing it next to their DoB field. Thanks.