Clients

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

Add a function to highlight when an AML check is due

Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

Clints often have a work and personal email. There should be an option for a second email address for the client . This was a requts for a second email address for one of teh contacts, not another contact. I donlt think this facility exists curren...