Customising Goals and Concerns for Digital Review Form

We have enhanced the GoalsMapper Digital Review Form to help you communicate more effectively with your client about their goals and concerns.

You will be able to customise the Goals and Concerns further for each of the Digital Review Forms based on a default customisation under profile > planner > Digital Fact Finder.

To further customise the individual Digital Review Form Link, open the Digital Review Form and click on "Customise DRF Link".

Here you can add or delete the Goals and Concerns option.

When clients have started updating the Digital Review Form, you will not be able to edit the existing link or regenerate a new one.

To customise the default digital review form's Goals and Concerns via https://live.goalsmapper.com/profile/planner/drf

With the default Goals and Concerns, all your future Digital Review Form will start with the default sets of Goals and Concerns.