When we log in to elements it defaults to showing 15 clients. You need to update this to show more clients everytime you return to that page. it would be helpful to be able to save the customised/last view. Also we like to view clients by client I...
The size of the client list should be capable of being saved permanently
The minimum client listing is set to 15 clients and you have to change this each time you access the list to find a client which is irritating. The facility to save the ideal client list shown should be capable to be saved from on session to another.
As a person responsible for paying the bill for Elements, or as a person monitoring ongoing business costs, I would like a way of viewing all the AML checks performed by my team. This would need to include the ability to the see the client code an...
#1) When looking at the client list, i hate that every time i refresh it it defaults to alphabetical by name. I would like to change the default view, in my case by CLIENT ID, & get rid of that 15clients per view, for any practice with hundred...
Too spread out, needing to scroll down to find the useful information eg phone number and email address at the bottom. Would be better to be able to display everything on one screen without the need for scrolling. Many other screens this would be ...
Some way of pulling a list showing clients who still require a risk assessment completed
If a Risk assessment is missed by accident it is impossible to find which one needs completed without going into each individual client which is not possible with almost 3000 clients.
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