Updates needed to organizers
C
Chris Nash
Couple of things with Organizers
- Templates that are shorter or don't ask for known data ie for continuing clients so we don't force them to enter their kids SSN every year...
- Allow MCP connectors to see the data
- Allow export of the completed Organizer
- Allow data to flow from completed organizer to FC when it is more complete in the organizer. (require user approval)
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