i team
Can you please add a Duplicate Contact Check feature to prevent the creation of multiple contact records for the same client.
Requested behaviour
• When a user creates a new contact or...
In Finance Vault, the overall layout seems disorganised and confusing and not customer friendly. Make colours less washed out, more contrasting to see icons, and text clearer.
The client’s focus is...
If clients are already retired and are receiving a Super pension, their situation already reflects the future retirement questions, so why is it necessary to include it?
The Retirement Planning...
Ability to enter PO Box or alternative mailing address not just Street Address as customers dont have the ability and need to tell us and it gets missed.
Dashboard for deals should show progress bar for each client underneath the name of the client to show
100% DOCS, 100% FACT FIND, 100% Signatures/credit proposal.
This will make it easy for us to...
Currently the deal history report can end up being 20 or so pages long, and the audit logs of the compliance docs being issued and acknowledged by the client in FinanceVault get pushed down several...
It would be more efficient to be able to edit 1-Click Workflows to suit the need of the business, rather than having to add Deal Tags for additional indicators.