Settings and activity
70 results found
-
93 votes
Andrew Sheen
supported this idea
·
-
92 votesAndrew Sheen
supported this idea
·
-
80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
Andrew Sheen
supported this idea
·
-
15 votesAndrew Sheen
supported this idea
·
-
43 votesAndrew Sheen
supported this idea
·
-
58 votesAndrew Sheen
supported this idea
·
-
126 votesAndrew Sheen
supported this idea
·
-
33 votesAndrew Sheen
supported this idea
·
-
83 votesAndrew Sheen
supported this idea
·
-
29 votesAndrew Sheen
supported this idea
·
-
21 votesAndrew Sheen
supported this idea
·
-
54 votesAndrew Sheen
supported this idea
·
-
34 votes
-
71 votes
An error occurred while saving the comment Andrew Sheen
supported this idea
·
-
19 votes
-
12 votes
Hi all,
This change has been started and will be delivered in January.
Thanks,
Brooke
-
51 votesAndrew Sheen
supported this idea
·
-
31 votesAndrew Sheen
supported this idea
·
-
46 votesAndrew Sheen
supported this idea
·
-
24 votesAndrew Sheen
supported this idea
·
I completely agree. In most cases, we download and merge documents together. It would make sense if we could select all to download and also to delete. You also need to put a box around each tick box as it's almost impossible to see the boxes.
I'd also like the documents to open in a separate viewer in Chrome (or whatever system being used) as it's sometimes really hard to see the writing/figures.