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  1. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Admin →
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    Joanne Ramsden supported this idea  · 

  2. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Joanne Ramsden supported this idea  · 

  3. Client notes

    10 votes

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    under review  ·  4 comments  ·  Notes  ·  Admin →
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    Joanne Ramsden supported this idea  · 
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    Joanne Ramsden commented  · 

    When we download a Factfind I would expect that we can also read the notes as part of this factfind , seems odd that it doesnt, and again we need to them make notes on separate file and duplicate our work

  4. Early Repayment Charge (ERC) visibility in Existing Properties

    7 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Joanne Ramsden commented  · 

    Anything that is required for complaince purpsoes should be a place to record the information

    Joanne Ramsden supported this idea  · 

  5. Vulnerable Customer questions in Additional Fields (Sesame)

    8 votes

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    started  ·  1 comment  ·  Fact Find  ·  Admin →
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    Joanne Ramsden commented  · 

    Time saving , lets get rid of what is not relevant or necessary

    Joanne Ramsden supported this idea  ·