PDF Version| Client Questionnaires |
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There are two Client Questionnaires available; Short Form Questionnaire and Long Form Questionnaire. Both are useable with The Razor and can be accessed through the ‘Open Planning Questionnaire’ button on the About screen. Neither questionnaire can be imported into the software. Short Form Questionnaire This questionnaire is a very quick and summarized client questionnaire. It has been built to resemble the Data Entry Wizard and only includes data that is required by The Razor. Long Form Questionnaire This questionnaire is a very detailed Know Your Client questionnaire. It is more time consuming to complete but will provide you with much more detailed client data. |
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