Settings and activity
12 results found
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83 votes
Les Whitfield
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8 votesLes Whitfield
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2 votes
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5 votesLes Whitfield
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19 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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16 votesLes Whitfield
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48 votesLes Whitfield
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62 votesLes Whitfield
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126 votes
An error occurred while saving the comment Les Whitfield
commented
FTB's need more hand holding than some others so I think it is incumbent on the Advisor to explain the differences and implications of those choices. Clients should remain able to make an informed choice so I would not wish these options to be removed
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55 votesLes Whitfield
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36 votesLes Whitfield
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34 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.