BrokerEngine Ideas

The current process to update client addresses is totally inadequate. and requires deletion of existing data and re-entry, rather than allowing it to be edited. Eg changing an existing Current Address to a Previous Address requires the existing current address to be deleted to allow entry of a new current address, then the previous address details need to be re-entered - such a waste of time and effort! In the details section of the client record, add a button at the top of the address fields labelled "Update Address". Clicking on this button would add a clear set of fields at the top of this section to allow entry of a client's new address, address status, dates of starting and ending, etc. error warnings applying to existing address records (ie conflicting dates and statuses) are suspended until the user clicks on a second button labelled "Save" or "Confirm" At which point error checking would be reactivated prompting conflict warnings in the data to be displayed for correction