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CSV TB Import - Error reason

I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
Guest over 1 year ago in Accounts 3 Planned

Option to show / hide pricing when creating a proposal

I would like the option to hide pricing info when creating a proposal
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

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