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 opportunity to speak with them.
Hi
What I would like is to have the default set at what I prefer, permanently. You always have to change it to longer as it remains at 28 days. I have quarterly clients that I visit so 28 days mean I could miss the expiration date. I don't really want to have to keep changing the default all the time.
Hi Caroline,
Thank you for taking your time to provide us with ideas on how to improve Elements AML.
I jjust wanted to clarify this suggestion, are you asking for the ability to change the number of days/weeks you can see or you would permanently like to change your default?
As I'm sure you are aware you can change the 28 days to be: 7, 14, 28, 90 days or 1 year in the actual widget.
If this is for defaults, are these options sufficient? Would you want it specific per person or a firm wide setting?
Thanks in advance for the additional information to clarify this.