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Switching of Current, Secondary & Previous Employment in Fact Find (Client and Broker side)
Improvement
In Progress
August 01, 2025
Moving the Secondary Employment button as many clients complete this section for their previous employment
16 comments
Russell
253 days ago
allow us to change secondary to previous employment
Feature request
Under Review August 21, 2025
currently clients accidentally ( probably every 4 FFs or so) input their previous employment as secondary instead and we can't change it. we instead have to ask BE to change it through the chat. it would be much quicker and easier if we have the ability to change it- same for current employment too- to be able to mark as previous and add a new one. as clients change jobs between the initial FF info being declared and us doing the app etc as well. thanks :)
Feature request
Under Review August 21, 2025
currently clients accidentally ( probably every 4 FFs or so) input their previous employment as secondary instead and we can't change it. we instead have to ask BE to change it through the chat. it would be much quicker and easier if we have the ability to change it- same for current employment too- to be able to mark as previous and add a new one. as clients change jobs between the initial FF info being declared and us doing the app etc as well. thanks :)
Reply
Russell
259 days, 2 hours ago
'Fact Find - secondary employment vs previous employment mix up' has been merged into this idea
Reply
Russell
259 days, 2 hours ago
'Amend employment details' has been merged into this idea
Reply
Russell
259 days, 2 hours ago
'Primary / Secondary Employment Dropdown Box' has been merged into this idea
Reply
Russell
253 days ago
'allow us to change secondary to previous employment' has been merged into this idea
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Russell
251 days, 22 hours ago
'Previous employment/Secondary employment' has been merged into this idea
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Russell
234 days, 4 hours ago
'Employment history' has been merged into this idea
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Russell
74 days, one hour ago
'Ability to convert a Secondary employment to a Previous employment, and vice versa' has been merged into this idea
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Russell
74 days, one hour ago
'Previous employment is entered by client in fact find as secondary employment' has been merged into this idea
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Russell
74 days, one hour ago
Status updated to 'Planned'
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Russell
74 days, one hour ago
'FACT FIND - Previous Employment' has been merged into this idea
Reply
Russell
74 days, one hour ago
'Push primary employment to previous employment' has been merged into this idea
Reply
Russell
74 days, one hour ago
'Employment Section' has been merged into this idea
Reply
Russell
74 days, one hour ago
'Employment details' has been merged into this idea
Reply
Russell
74 days, one hour ago
'Add End Dates to Applicant Employment' has been merged into this idea
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Russell
63 days, 6 hours ago
Status updated to 'In Progress'
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Thank you for your feedback.