Settings and activity

6 results found

1. Being able to record renewal commission, non indemnity and claw back.

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   peter.matthews shared this idea  ·  Jul 3, 2024

2. Expected and Received Proc fee , a field for both!

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   peter.matthews shared this idea  ·  Jul 3, 2024

3. Power Bi Embedded reports to include mortgages, protection, and B&C.

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   peter.matthews shared this idea  ·  Jul 3, 2024

4. Recording Non-Indemnity Earnings

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   peter.matthews shared this idea  ·  Mar 7, 2024

5. Data Import Should Not Affect Number of New Leads in Reports

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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6. Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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