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  1. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Judy Irving supported this idea  · 

  2. Dependants Drop down List - Move Son and Daughter to top

    5 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Judy Irving supported this idea  · 

  3. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Judy Irving shared this idea  ·