> ## 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

> The details Advisor keeps about each client, where they come from, and how to add facts of your own.

A fact is a detail Advisor knows about a client, such as their employer or date of birth. Facts are filled in two ways:

* From a document field, once an advisor approves the value. See [Documents](https://redbark.com/docs/advisor/documents.md#checking-values).
* From the client's answer to a checklist question. See [Checklists](https://redbark.com/docs/advisor/checklists.md).

Accepted facts show under **Details** on the client's **Overview** tab. Hover over a fact to see the document it came from.

Go to **Settings > Facts** to see them all.

> [!NOTE]
>
> Everyone in the firm can look at facts. Only admins can make changes.

## The list

| Column | Shows |
| - | - |
| **Fact** | The fact's name |
| **Holds** | **Text**, **Date** or **Amount** |
| **One or several** | Whether a client has one value or several |
| **Filled from** | The document fields that fill it |
| **Clients with a value** | How many clients have it |

Use **Search facts and fields** to find a fact by name or by the field that fills it.

### Built-in facts

Built-in facts are made by Redbark and can't be changed:

| Fact | Holds | One or several |
| - | - | - |
| Date of birth | Date | One |
| Address | Text | One |
| Employer | Text | One |
| Salary | Amount | One |
| Super fund | Text | Several |
| Super member number | Text | Several |

## How values are kept

* When a fact holds **One**, a newer approved value replaces the old one.
* When a fact holds **Several**, each value is kept, such as one for each super fund.
* A value the client already has is not proposed again.
* An advisor can change a value while approving it.
* A checklist question linked to a fact offers the client's accepted value as the answer. The client can change it.

## Making a fact

**1. Start a new fact**

Select **New fact**.

**2. Name it**

Enter a **Name**, such as "Salary sacrifice".

**3. Choose what it holds**

Under **Holds**, pick **Text**, **Date** or **Amount**. This is fixed once the fact is made.

**4. Choose one or several**

Choose one per client, where a newer approved value replaces the old one, or several per client.

**5. Fill it from a field**

Link the fact to a document field. See [Adding a field](https://redbark.com/docs/advisor/settings/document-types.md#adding-a-field).

You can also make a fact while adding a field to a document type. Under **Fills client fact**, choose **New firm fact**.

A field only fills a fact of the same type. A date field fills a date fact, for example.

## Renaming and archiving

Open a firm fact's menu to:

* **Rename** it. The new name shows everywhere the fact does. Values clients already have stay.
* **Archive** it. No new document fills it. Values clients already have stay.
* **Restore** an archived fact.

## Never kept

Advisor refuses a field or question that would hold one of these:

| Never kept | Why |
| - | - |
| Tax file number | Not kept. Typed when a form needs it. |
| Identity document numbers | Driver licence, passport and Medicare card. Check ID in your meeting and note that you did. |
| Government reference numbers | Such as a Centrelink CRN. Not kept. Ask the client when a form needs it. |
| Medical details | Not kept. Health fund and cover level are fine to keep. |


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