Settings and activity
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11 votes
Alex Collins
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6 votes
Alex Collins
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8 votes
Alex Collins
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7 votes
Alex Collins
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7 votes
Alex Collins
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Alex Collins
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11 votes
Alex Collins
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11 votes
Alex Collins
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24 votes
Alex Collins
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238 votes
Thank you for all your feedback on what type of items you'd like to track against Creditor Compliance. We're pleased to advise that we are currently finalising details with our development team on this feature and we'll let you know when development starts.
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Alex Collins
commented
I would love to see PT create a section for agents to track compliance requirements for Trades within PT, as currently there is no place to put creditor insurance details, so you can’t run a basic report to see which trade has expiring insurance details so we can ensure we chase them up to get these documents.
Alex Collins
supported this idea
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14 votes
Alex Collins
shared this idea
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An area with the ability to add, store, track and report on creditors Public Liability, License's etc.
Currently they are visible and reportable in Maintenance+ - should you not have the product though, you cannot.
It would be a great function to have visibility in core PT, that way it can also talk to M+ also.