I now have access to over 25 dashboards in my Broker Engine.
Used to be able to scroll up & down that list to locate the relative board I want to open but that function was removed some time...
Currently for contact for access under "assets" for new purchase it only allows the applicants to be the contacts for access.
As its a new purchase we require the vendors contact or the solicitors...
the ability to add an end date for current address and it would move to history and you could then just add the new address. For existing customer that have moved since last deal
It would be amazing if there was the ability to assign a checklist to a certain board that is not your default checklist. For example my default checklist is not suitable for one of our boards and I...
• Related parties- can we please have the ability to have all info displayed. It isn’t that much info. I don’t know why people would want the contact details (especially) minimised as you just have...
With the new version, Instead of having completed tasks showing in the main screen of the Deal card, why not reverty it back to how the Classic version was.
Display the upcoming activities in the...
This applies to FactFind in the Deal and in Finance Vault in Applicant Employment History section:
When an applicant selects "PAYG" in the "Employment Type" field, display a tickbox labelled "On...