Settings and activity
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5 votes
Les Whitfield
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6 votes
An error occurred while saving the comment Les Whitfield
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If the system does not use the 'known as' information, what is the point of asking the question? It just frustrates the client who has specified the name choice only for it to be ignored. I agree with the originator, Andy and Robin.
I suggest that the system auto-populates the field with the client's first name whilst allowing the client or advisor to edit that field, which cannot be left blank. The system then can default to using that field when addressing the client
Les Whitfield
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1 voteLes Whitfield
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2 votesLes Whitfield
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85 votesLes Whitfield
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10 votesLes Whitfield
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8 votesLes Whitfield
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20 votes
An error occurred while saving the comment Les Whitfield
commented
Time after time, we get requests to send copies of documents that have already been posted on the portal because clients cannot now access them. This seems to apply to documents they have acknowledged as well as those for completed cases.
If we send by email, we remove the secure transfer of information; if we secure the email, clients get frustrated; so we resort to sending documents via WhatsApp. We have enough work to do to stay on top f developments, offering advice and submitting/monitoring cases, etc. .without the need to duplicate these efforts. Can we not make all case documents, whatever their currency. available always?
Les Whitfield
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18 votesLes Whitfield
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48 votesLes Whitfield
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64 votesLes Whitfield
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56 votesLes Whitfield
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37 votesLes Whitfield
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35 votesLes Whitfield
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When a new case is created (new client) and the auto-invitation is emailed why not attach the most up-to-date 'How To' guide to that email? This would require an update to the template.
Secondly, if clients return after a spell, say after a 5-yr fix, they may not recall how to access the system and the process may have been updated. Please provide an option to send that update to a returning client.