I have gone through the stuff and given the team have never done this before, it turned out pretty well. I made a couple of changes with the structure and modified the comments but aside from that, it was pretty good. Thanks!
Macquarie Active
August 22, 2018
Thank you for arranging this so promptly. I'm not sure who completed it but I am very impressed. Everything was captured and it was done correctly.
Enter Fact Find into CRM
August 22, 2018
Brilliant - all looks good! That's exactly how I have been getting them done! There is only one or two time stamps to be corrected which is very impressive for the first time! Thank you