Fact Find, Main Controls

The fact find includes a large number of questions about each client, organised into about 50 separate screens (referred to as “sections”), each of which covers a different topic, such as the Client’s Bank Details, shown below.

To access the fact find, starting from the Main Menu…

• Click the “People” button (and if required, select an address set)

• Complete the following set-up, which you won’t need to repeat again…
• Click the “Signpost” button
• Click “Additional screens”
• Ensure “Show fact find menu” is ticked (if not, then click and thereby tick it)
• Ensure “Show 42 additional fields” is NOT ticked (if it is, then click and thereby clear it)

• Use the search buttons, as required, to select the required client, then either…

• Click the black “Right curve” or “Next Page” button on the toolbar

…or alternatively…

• Click the words “Go to” on the menu line
• Click “Fact find”

• Click “View fact find” on the “Fact find Menu” dialogue, shown below

Option to Skip the Fact Find Menu

You are recommended always to go to the fact find via the “Fact Find Menu” dialogue shown above. However you may choose to prevent this from appearing as follows…

• Click the “Signpost” button
• Ensure “Show fact find menu” is NOT ticked (if it is, then click and thereby clear it)

Without the fact find menu to choose from, the user will automatically view the most recently saved fact find, using the layout ticked as “Use as Default fact find”, all as described below.

View fact find

The “View fact find” button views the fact find shown in the “Select version” dropdown, which by default will be the most recently saved one. You may adjust and resave the current version. But if instead you select an old (or historic) fact find it will be readable only (i.e. not editable).

Revise fact find

Each time you have finally completed a fact find you should click the “Revise fact find” button. This stores the current fact find with today’s date as an un-editable historic version, and creates a new copy that becomes the current editable version.

Print fact find

Use the “Select version” dropdown to select the current or historic version of the fact find that you wish to print, and then use the “Select layout” dropdown to select the layout. Finally click “Print fact find” to get the following pop-up, where you can either pick individual sections or click the “Check /uncheck all” box to select the whole lot...

Edit description

By default fact finds for each client will be saved in numeric sequence with the date (e.g. as “Factfind 4 24/03/2008”, as shown above). You can optionally add a description to each fact find version to indicate why it was done (e.g. “Pension review”, “Private education planning”, etc). To enter such a description click the “Edit description” button and add the required text.

Close

Click the “Close” button to close the Fact find Menu.

Select Layout

You can have a number of different types of fact find, built-up from the 50 or so available sections, for example…

• “Full Fact find” comprising all available topics, which will be long but comprehensive
• “Term Assurance Fact find” comprising only those topics relating to life cover, which will be shorter and avoid irrelevant questions

These layouts control which sections are selected (i.e. the actual questions and the order in which they appear) and whether they apply to just the first life or jointly (see “Fact Find, Set-up Layouts”).

Layouts maybe thought of as filters that allow you to see more or less of the overall fact find, the whole of which is saved each time. So for example, if you answer all the questions for the short “Term Assurance Fact find”, save it and exit, then select the “Full Fact find” layout and view it, you’ll see all the “Term Assurance Fact find” questions PLUS the ones that were previously not visible.

Select Version (Historic Fact finds)

Old fact finds can be selected from the “Select version” dropdown, and then viewed but not changed. You can delete them via the “Delete fact find” button, though only if you have the rights to do so (see “Set-up, Users / Access Rights”).

Delete fact find

To delete a fact find...

· Use the “Select Version” dropdown to select the fact find to be deleted

· Click the “Delete fact find” button

Note that you will not be able to delete any fact finds unless you have the access rights to do so (see “Access Rights” section in “Set-up, Users”).

Use as Default Layout

You can set any one of your layouts to be the default one by ticking the box below it, after which that one will always appear automatically on the “Fact Find Menu” dialogue, shown above. If you’ve cleared the signpost option to “Show fact find menu” then you’ll automatically view the “Default fact find” layout without being shown the “Fact Find Menu”.

Show On-line Setup

Provided you have purchased a Durell web-link licence, and have setup the link to your own website, you can then choose to send fact finds to be entered, updated or just displayed from there (see “Fact Find, On Your Website”).