Skip to content

If you cannot find a suitable forum then please post your feedback here

General

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 10 ideas
- Document Store 17 ideas
- Emails 16 ideas
- Fact Find 81 ideas
- General 152 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 10 ideas
- Notifications 11 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Include Introducer Details in Data Import

I would like to request a system enhancement which allows us to import data with a field for introducer.

2 votes

tanya.morris shared this idea · May 7, 2024 · Report… · Admin →

An error occurred while saving the comment