An idea put forward by Emily in the Senta support teamthat would be super handy to have in Elements. It would be great to have a user profile under the Settings > Users area so that things like DOB, start date, emergency contact info etc can be...
Leigh Wright
over 1 year ago
in Other
1
Awaiting Prioritization
Each time we activate an account for a contact, we have to phone the client to tell them they should login to their portal. Otherwise, without reding they consider the email as junk. Please add the facility to allow the practice to add their logo ...
Ability to Google search an individual or business
In an AML context, it would be good to be able to quickly perform a Google-style search against a client. e.g. Danny McGrath is a director of ABC Widgets Ltd. Can we quickly do a search for "Danny McGrath ABC Widgets Ltd OR Limited" to see if ther...
Danny McGrath
almost 2 years ago
in AML
1
Awaiting Prioritization
Proposal Manager - allow proposals to be edited at different stages of the process
I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes
almost 2 years ago
in Proposal Manager
1
Awaiting Prioritization
Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston
almost 2 years ago
in Practice Management
0
Awaiting Prioritization
Instead of manually updating the risk profile, can this get automatically updated whenever a risk assessment is done? For example if in 2021 the risk assessment came back as low then the risk profile would show as low, when the assessment is done ...
Guest
over 2 years ago
in AML
1
Awaiting Prioritization
1
Awaiting Prioritization
0
Awaiting Prioritization
1
Awaiting Prioritization
