Summary
Learn to create custom templates for the Fact Find.
Add and customize questions and steps to fit each client's unique needs.
Save and reuse templates for consistency and efficiency.
Personalize messages when sending fact find to clients.
All questions within the fact find are optional
Introduction
The new Fact Find is designed to make data collection more tailored and efficient. One of its key features is the ability to create custom templates and add personalized questions. This guide will walk you through the steps to create these templates and customize them to suit your clients' needs.
Description
Creating Custom Templates
Access the Fact Find:
Navigate to the Fact Find section inside hte Client Actions page.
Click on the Template tab
Click on "Create New Template."
Template Setup:
Template Name: Enter a name for your template to identify it later easily.
Customize Steps:
Within each step, click "Add Question" to include specific queries.
Turn the toggle off to remove a custom question for the template
You can choose between different types of questions: Yes/No, multiple choice, open-ended, etc
Adding Custom Questions
Question Types:
Yes/No questions
Text answer questions
Multiple choices questions
Single choice questions
Value questions
Percentage questions
Customizing Questions:
For each question, enter the prompt or question text.
For multiple-choice questions, list all possible answers.
Adding Custom Steps
Add as many custom steps as you want, such as a Feedback step for your firm or any other missing steps not present in the questionnaire.
Add fields inside a question
If you would like to capture extra details in some questions, such as who the employer is, you can do that by clicking the three dots actions at the bottom of the question.
Conclusion
Creating custom templates and adding personalized questions and steps in the new Fact Find is a straightforward process designed to enhance your efficiency and effectiveness. By tailoring templates to fit each client’s unique needs, you ensure comprehensive data collection and a more personalized client experience.