Any chance of turning this into a End User forum where we can share ideas, or ask questions of other users who might have a work around to a limitation of BE (by using third party apps like...
HI Team,
It would be great if an Archive Deal may be duplicated without reactivating the deal. Saves few tasks of activating the deal and then manually archiving it.
Thanks
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...
for emails please add a delete button next to the edit and pin on the top right hand side so that we dont have to double click into it to then delete emails. as auto emails that appear we dont always...
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.
BE chat Bubble has changed its UI from previous one and noted one major change that users can no longer paste a snippet/a screenshot directly into the chat but rather have to save the file and...
Make the Fact Find Client based and not opportunity based - you should be able to see the clients A & L or Fact Find from the contact
You then link it to the opportunity
Would be great to have the link to the online fact find available in the banner of the applicants contact card( or on the details tab), potentially allowing for the fact find then to be assoicated...