@Cameron Rentch Lakin was asking about a VSS secondary interview mapping. However, after speaking with Anthony S. we only have an intake for them. In their thread, I see when you passed them the intake form but that is all I am seeing. I posed that if they want one we can make one but wanted to make sure you and @Andy Rogers are aware if this needs to be an additional sale.
@Nicholas McFadden we followed up on this today. We are to use the existing PA long form interview that we are using for other firms. Clone and incorporate asap, so we can start manually completing the long form interviews asap! Thank you
@deleted-U05EFH3S2TA has been added to the conversation by Cameron Rentch.
@deleted-U05EFH3S2TA please see above^
@Cameron Rentch Anthony just made the clone