Clients

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.

Helpful to have the age automatically shown in the client record directly calulated from the date of birth.

Clients often have a work and personal email. There should be an option for a second email address for the client . This was a request for a second email address for one of teh contacts, not another contact. I don't think this facility exists curr...

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.

This could help speed up the search and provide a more convenient way to navigate to client records.

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

It would be great to update client charges for services en masse and quickly. for example CS01 fees have risen, I need to update our fees to reflect this in BM.

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...