If we have manually activated a client (like pinak and Mitali) and they havent completed a Fact Find, can there be a way to prompt them to do so? Maybe by clicking the fact find icon and re-sending? also need to be able to add client details. For example Pinak and Mitali are SMSF clients and signed an authority in the name of their SMSF, but when clicking their name it only shows Pinak's legal name. Which we must have entered when he was just a lead. So need to be able to edit this.