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Link to Whatsaap / text message

As with emails, be able to view texts and whatsapp messaged from clients. Some send pictures via whatsapp that could then be stored in documents section.
Tara Hotston over 1 year ago in Practice 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 over 3 years ago in AML 0 In Discovery

AML RA Not required option

On the home Screen could another option be added to show that an RA is not required for this client. So yo end up with High, Normal, Low, Not required and no risk - ie last category are awaiting for RA to be performed.
Caroline Gudgeon over 1 year ago in AML 2 In Discovery