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Elements Ideas

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Lead generation forms

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen over 2 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Enable discounts on Proposal Manager.

I would like to be able to apply discounts on the proposals!
Guest over 1 year ago in Proposal Manager 2 Awaiting Prioritization

Being able to store a PDF copy of risk assessments

Currently it is not possible to download or print off client risk assessments. This means that if my AML supervising body required evidence of the risk assessments I wouldn’t be able to send them a copy. Neither would I be able to keep a copy if I...
Guest over 1 year ago in AML 6 Awaiting Prioritization

Amend view for expiring dates

I would like to be able to set my own default on the home screen as to when RA or ID checks are due. They both sit at 28 days all the time. If I only see a client quarterly, to tell me he needs a review in 28 days means I could have missed an oppo...
Caroline Gudgeon over 1 year ago in AML 2 Awaiting Prioritization

Company Wide RA - Pull the data through!!!

I have run my first RA and cannot believe that I have to manually note down all the details, and the type in into the report. Surely it can all be pulled into the report? All the data is there! I may as well do it in Excel!!
Caroline Gudgeon over 1 year ago in AML 2 Awaiting Prioritization

Be able to select a date range for the Activity tab analysis

When discussing accounts with clients it is useful to have this information for the accounts year.
Grant Middleton over 1 year ago in Accounts Production Essentials 0 Awaiting Prioritization

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Printing or downloading assessments

KYC and risk assessments - at the moment they can not be downloaded or printed off other than via screen printing.
Guest over 1 year ago in AML 2 Awaiting Prioritization

Ability to download or print the firm risk assessment questionnaire and answers

AML regulator requests copy of firm's risk assessment annually and screen print unprofessional.
Grant Middleton almost 2 years ago in AML 2 Awaiting Prioritization