Settings and activity
7 results found
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11 votes
Christine Broughton
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184 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Christine Broughton
supported this idea
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16 votesChristine Broughton
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148 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
Christine Broughton
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116 votesChristine Broughton
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33 votesChristine Broughton
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10 votes
