This is a required on all application and should be removed. This is incorrect for compliance & is asking every client regardless of age if there circumstances will change. We should be able to...
Currently in Contacts in the referrer field only the referrer's first name shows. This makes it impossible to sort contacts by referrer for reporting for marketing / managing relationships with...
Can an order be incorporated on the front Global Search screen for the Deals?
When a client calls, this is the main contact page we use and at first glance, if the deals were shown in chronological...
If possible, It would be appreciated to add an additional field under the current Referrer field on the Contact page. We have the situation were more than one person has referred the client but there...
At present there is no mechanism to flag when a client has passed away. In the Martial Status field there is a current status if "Widowed", but there is no mechanism to indicate that a client has...
Please do something to stop the text overlapping in the fields displayed in the Applicants box on the homepage of the deal cards. Currently, this is a mess. See the screenshot attached
Would be nice for the system to automatically change clients post-settlement address without having us to manually go through and change this every time.
Someone needs to review all pop-up/warning/error/can't-proceed messages to User.
There really is no point to some message I read, in that I then have to work out what itmeans or where it is realting...
The check list on BE is something we regularly use to track actions. However, the functionality built is that we have to click on that tiny circle to have it checked. What i suggest is that each time...