How do I create a Commercial Fact find?

To access the commercial area of the corporate client, from the manager screen click on Fact find on the left hand side and locate your corporate client using the Find record option on the top right hand side of your screen.

Click on Fact find on the left hand side of your screen. If a fact find has previously been created for your client then you will be taken to this area of the system. If not then you will be asked to confirm that you wish to create a fact find.

Click on the Commercial tab and click on Commercial finance, factoring and debt collection data and you will be taken into the commercial Fact find.

Unlike the individual fact find, there are no suggested minimum fields. This is because the fact find is designed to cover a wide variety of planning areas and as such not all areas may be required.