Display the RP Data estimated value from RP Data in the Deal Screen and Contacts Deals screen so I can quickly see the value and equity position of my clients portfolios.
I am a new user of broker engine. In the the product tab, It doesn't give you much information as such flex.
Recently, I have a customer who wants to make weekly repayment but when i choose ANZ...
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
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...
• 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...