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Meeting dates & Mode of meeting

Within the case summary screen - it would be very useful to have fields for advisers to record the date of each client meeting (2 x fields preferable) and the mode of each meeting too, with the options reflecting the FCA Directory Persons register i.e. Face to Face, Online or Telephone. With the added ability for this data to be fully reportable via PowerBi

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Kelly Wicks shared this idea  ·   ·  Report…  ·  Admin →
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  • Frederick Abayeta commented  ·   ·  Report

    Within the case summary screen - it would be very useful to have fields for advisers to record the date of each client meeting (2 x fields preferable) and the mode of each meeting too, with the options reflecting the FCA Directory Persons register i.e. Face to Face, Online or Telephone. With the added ability for this data to be fully reportable via PowerBi