Note to clients: We've made some significant modifications to the linear '(standard') fact find report. Check your email and/or the plugin change log for details.
We're trialling a feature that will send a security code to a user via text message that will unlock thei PDF we send them upon report completion (you should never ask a phone number thinking you're going to 'verify: a client - that's just dumb... this method is used primarily for added privacy). You will see a large notification in Yabber if this feature was assigned to you.
A ton of additional form features pushing this month, including a new form in our free broker plugin
Remember, the form is used to qualify you - not the client... and it's usually suited to a page two conditional redirect.
