Attitude to Risk Questionnaire - Getting Started

You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a ne...

You can create an attitude to risk questionnaire in two ways, either by completing the questions on behalf of your client, or sending them the questionnaire by email to complete themselves. To create an attitude to risk questionnaire, create a ne...

If you have completed the questionnaire with your client and would like to complete the questions manually, follow the steps below: Create a new contact or find an existing contact record.  In this example, I will search for a contact called ‘Te...

To create an attitude to risk questionnaire, create a new contact or find an existing contact record.  In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to r...

To create an attitude to risk questionnaire, create a new contact or find an existing contact record. In this example, I will search for a contact called ‘Test Client 1’: This will load up their contact record: To create an attitude to ri...

This article is a continuation of articles Creating an Attitude to Risk Questionnaire on behalf of your client & Sending an Attitude to Risk Questionnaire to your client to complete Once an Attitude to Risk Questionnaire has been reviewed and...