> ## Documentation Index
> Fetch the complete documentation index at: https://redbark.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Facts

> See what Advisor knows about a client, review new values, and change a value by hand.

A fact is a detail Advisor knows about a client, such as their address, employer or salary. Each client's facts sit on the **Facts** tab of their page.

The facts on the tab are your firm's facts: Redbark's built-in ones and any your firm added. New facts are set up in [Settings > Facts](https://redbark.com/docs/advisor/settings/facts.md).

## Where values come from

A value reaches a fact in three ways:

| From | How it arrives |
| - | - |
| **A document** | Read from a document field. It waits for review. See [Documents](https://redbark.com/docs/advisor/documents.md#checking-values). |
| **A member** | Entered by hand on the Facts tab. It is kept straight away. |
| **Ask** | Proposed by [Ask](https://redbark.com/docs/advisor/ask.md#values-for-review) in a chat. It waits for review. |

* Only a value entered by hand is kept without review.
* Ask never accepts a value itself.
* Accepted values also show under **Details** on the client's **Overview** tab.

## The Facts tab

Open a client and choose the **Facts** tab. The count on the tab is the number of values waiting for review.

Every fact is listed in one list, in the same order as in Settings. Each row shows:

* The fact's name.
* Its current value. A fact that takes several values shows each one.
* Where the value came from: the document, **Entered by** a member, or **From Ask**.
* A **to review** tag when a new value is waiting.

A fact with no value reads **No value yet**.

Select **Manage in Settings** to open your firm's facts in Settings.

The line at the bottom of the list says what Advisor never keeps. See [What is never kept](#what-is-never-kept).

## Reviewing a value

A value from a document or from Ask waits for you before it is used.

**1. Open the value**

Select the **to review** tag beside the fact. It reads **To review** when the fact has no value yet.

**2. Compare**

The review shows the current value next to the new one, and where the new one came from. For a document, select the link to open the page it was read on.

**3. Accept or reject**

Select **Accept** to use the value, or **Reject** to leave it out. You can change the value before you accept it.

* When a fact takes one value, the accepted value replaces the current one.
* When a fact takes several, the accepted value is added beside the others.
* A rejected value is not used. It stays in the fact's history.

## Changing a value by hand

**1. Open the value**

Select the value you want to change.

**2. Enter the new value**

Type the new value. A date fact takes a date and an amount fact takes an amount.

**3. Add a note (optional)**

Under **Why it changed**, say why, such as "New job from March".

**4. Save**

Select **Save**. Press Esc or select **Cancel** to keep the old value.

* The new value is kept straight away.
* The old value stays in the fact's history.
* When a fact takes several values, only the value you selected changes.
* A value waiting for review keeps waiting. Changing a value by hand does not reject it.

## Adding a value

Use this to fill in a fact with no value yet, or to add another value to a fact that takes several, such as a second super fund.

**1. Pick the fact**

Select **Add fact**. The list has two sections:

* **No value yet**: facts the client has no value for.
* **Add another value**: facts that take several values.

Search to find a fact by name. You can also hover over an empty fact and select **Add value**.

**2. Enter the value**

Type the value and, if you like, a note on why.

**3. Add it**

Select **Add**. The value is kept straight away.

**Add fact** only lists facts your firm already has. To make a new fact, see [Making a fact](https://redbark.com/docs/advisor/settings/facts.md#making-a-fact).

## Removing a value

Open the fact, then open the value's menu and select **Remove**.

* The value is no longer current.
* It stays in the fact's history, marked as removed.

## History and changes

Select a fact's name to open it in the side panel. It shows:

* Values waiting for review.
* The current value, or each current value for a fact that takes several. Each has a menu with **Edit** and **Remove**.
* History: values that were replaced, removed or rejected, with who did it, when, and their note.
* The documents the values came from.

Select back to return to **Changes**.

**Changes** is the side panel you see first. It lists every change to the client's facts, newest first, grouped by day:

* Values a document proposed. Select **Show changes** to see each one.
* Values accepted, rejected, changed, entered or removed by a member, with the old and new value and the note.
* Values Ask proposed, and who asked.

## Rules for values

| Fact holds | Enter |
| - | - |
| **Text** | Up to 500 characters |
| **Date** | A date |
| **Amount** | An amount in dollars, such as 142000.00 |

* A note can be up to 500 characters.
* You can only set a value for a fact your firm has. A new fact can't be made from a client's page.
* An archived fact can't be given a new value.

## What is never kept

Advisor refuses a value that would hold:

* A tax file number.
* An identity document number, such as a driver licence, passport or Medicare card.
* A government reference number, such as a Centrelink CRN.
* Medical details. Health fund and cover level are fine to keep.

This applies to values entered by hand and values from Ask, the same as documents and checklists. See [Never kept](https://redbark.com/docs/advisor/settings/facts.md#never-kept).

## Who can change facts

* Anyone in your firm who can see a client can review, enter, change and remove that client's values.
* Only admins can make, rename or archive facts in Settings.
* Every change is recorded with who made it.


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