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Initial client set up and assessment

When completing a risk assessment, the next due date automatically completes for 1 year and cannot be edited. When assigning a risk profile, a comment can be entered but this then disappears when saved and doesn't seem to appear anywhere. A KYC as...
Paul Riggall about 2 years ago in AML 2 Released

Create a proposal when viewing a prospect / client in Practice Management

I would like to be able to generate a proposal when viewing a prospect (or even a client) when viewing the entity details in Practice Management
Rob Millen almost 3 years ago in Practice Management 0 Released