Automatically move Employment details From Existing to History on Employment change
Add a "Current Employment" and "Yes/ No" tick box and an "End Date" in the current employment section so that when a client changes employment the previous details are automatically moved to the previous Employment section.
This means that we can save time by not having to add the details to employment history and then delete from Current history and will also avoid potential to lose the data if this is done the wrong way round.
David Eggison
shared this idea
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Lynsey Temple
commented
please add a way to move current employment details to previous employment .
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Alan Rogers
commented
This should be an automatic function, we should not have to reinput this information
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Neale Vaughan
commented
Allow details in Current Employment to be moved to Employment History with the click of a button.
Often when we help a client for a second time, they will tell us that they have changed employer. We then have to not only key the new employment in, but take screen shots of the previous employer and start date etc and then manually move this to history.
Surely it would be easier if under current employment to click, move to history.
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Dion Stocks
commented
On current employment would be good to have an end date so when you have a returning client, if they have changed jobs then it will automatically shift to employment history without having to rekey it.
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Jodie Clayworth commented
Our existing portfolio is now coming up for review & this really needs to be implemented. Writing down details to re-key in another section is really poor.
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Larissa Tait
commented
The is a feature the key has and we think could be really beneficial, to not have to retype. So similar to how you can copy information across in the address history between clients FF, being able to copy current employment into employment history in a wee tick box would be really helpful.