Settings and activity
7 results found
-
3 votes
Christine Broughton
supported this idea
·
-
81 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Christine Broughton
supported this idea
·
-
15 votesChristine Broughton
supported this idea
·
-
130 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
supported this idea
·
-
109 votesChristine Broughton
supported this idea
·
-
30 votesChristine Broughton
supported this idea
·
-
9 votes
