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Search Facility

To have a search box, in which you can put either the clients first name, second name or any criteria. This would speed up looking for clients.
Jane Rigley over 1 year ago in Client Management 1 Already exists

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Attach evidence of training to Personal Development Record in Practice Compliance

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...
Corinne Harper over 1 year ago in AML 1 Awaiting Prioritization

Set permission levels for Proposal Manager

I would like to assign permissions to staff so that not all staff can view and/or create proposals.
Rob Millen over 3 years ago in Proposal Manager 0 Planned

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 3 years ago in Proposal Manager 0 Awaiting Prioritization

A way of identifying those that have been identified as potential PEP in ID checks e.g. by reporting or a list filter

It would be useful to be able to identify the potential PEPs from the ID checks without manually checking individual records. We don't seem to have visibility of these without checking at individual level.
Corinne Harper over 1 year ago in AML 1 Planned

Changing Title for Clients

I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS ...
Guest almost 2 years ago in Client Management 0 In Discovery

AML Elements - Group/client permissions

Please can permissions be individually set, instead of levels such as being able to Check but not Delete.
Guest about 4 years ago in AML 0 In Discovery

Enable discounts on Proposal Manager.

I would like to be able to apply discounts on the proposals!
Guest about 2 years ago in Proposal Manager 2 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 about 2 years ago in AML 2 Awaiting Prioritization