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SUBMIT IDEA

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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 about 2 years 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 about 2 years ago in AML 2 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 2 years ago in Practice Management 0 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen over 3 years ago in Proposal Manager 0 Awaiting Prioritization