Reasons For Seeking Advice
Use this section to add or edit reasons why the client has come to see you.
Managed Field Content
If your practice has a need to enter the same goals over multiple Fact Find, you can make use of the Template button to paste set paragraphs into the text boxes on this page. Please find User Managed Field Content in the Compass Help Menu and follow the instructions on how to save templates for this area.
Please note: Names in Managed Field Content differ slightly from those on this page, please use [Advice Builder 9] AB Goals Reasons for Seeking Text to add your template text when in the Managed Field Content screen.
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