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...
At the moment you can have a different broker listed on the deal and the client this causes issue with email templates (and probably other things) if one broker creates the client and another broker...
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.