Organizers: Allow Firm Users to Answer on Behalf of Clients
Amanda Aparicio
In the organizer feature, allow firm users to edit and/or create answers on behalf of the client.
Reasons: Sometimes, clients will need to fill the form out WITH the firm user, or the client answered incorrectly, and the firm user knows what the correct answer should be.
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Alondra Dallaly
I would love this option. Sometimes I have a better idea of what my client has than the client does!
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Shirley
This would be tremendously helpful. I really want clients to complete a full organizer this year since the information will roll each year after but my returning clients haven't had to fill out a complete one in many years so think it'd be helpful to be able to prefill what I can this year and then have them complete the rest.
I also have some tech challenged elderly clients that prefer to come sit in office and if I could have it up onscreen and we complete it together interview style would be awesomesauce. (these clients never see the portal but I utilize it to keep everything in 1 place). In previous years, I used a different form software that I could complete for them and then they just initial it.
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Jolene Goodwin
I would like to add it would be great for those clients that are resistant to tech. I already have one organizer going unfinished and I will have to help them with it when they come in for their appointment.