Video Published November 2022

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.

 

Goals

Use this section to add or edit the client's Goals. Click the Add button to add new goals or click the pencil icon to edit existing goals.