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Created by Guest
Created on Jun 22, 2023

Integration of LLP data

Whilst checking the tasks I noticed that AM does not include tasks for CS01 for LLPs. These are for LLP clients that were imported from Digita. On further investigation I found that the LLP Companies House numbers had not been imported. I guess it is because that on import it is looking for a field containing solely numbers, whereas LLP Companies House numbers are a mix of numbers and letters.

Also, even after entering the number, the client record does not update to include CS01 made up to and due dates. Maybe this happens after 24 hours, but I entered manually. I then had to go in and start a manual CS01 and save it (we do not do CS01s on AM, we use Digita, because we need to ensure Digita is up to date, as our main client database) before the dates appeared in Tasks.

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