Data Capture Form Detailed CashCalc

Instructions and help about Data Capture Form Detailed CashCalc

once you've added a client you can send them a digital data capture form which acts as a full fact find data capture forms are great way of engaging your client while capturing valuable information prior to your first meeting by sending a full fact find right away you're able to have something valuable to present to your client on their very first meeting to send a data capture form go to your client select the onboarding tools and then go to data capture forms if you've already sent form to your client the most recent version will appear here ready to be pulled through when you send your next form but since this is a new client will be sent in them an empty form so let's click send data capture form and we can choose the level of detail needed you can capture as much or as little data as each case requires ranging from a basic form with just a few personal and income details to a full fact find if you prefer you can create a custom data capture form where you choose how detailed it is