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Status Planned
Categories AML
Created by Caroline Gudgeon
Created on Jun 29, 2023

Notify of Expiry ID Data

To be able to get a notification when key ID (Driving Licence, passport etc) is due to expire would be brilliant. We put the expiry date in, yet we cant use that data to work for us to be proactive?

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  • Admin
    Rob Millen
    Reply
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    Feb 16, 2024
  • Caroline Gudgeon
    Reply
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    Jul 3, 2023

    Will we be able to export the client list?

  • Caroline Gudgeon
    Reply
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    Jul 3, 2023

    That sounds good thanks! Is it possible to create a job based on the date field?

  • Admin
    Simon Collen
    Reply
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    Jul 3, 2023

    Hi Caroline,

    Thanks for taking your time to raise this. We are currently in the process of redesigning the Client list pages, one of the options will allow you to have an AML view which will allow you to filter and sort columns including expiry dates for documents you have uploaded which should meet your requirements.