Settings and activity
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4 votes
Daniel Lozina
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125 votes
Hi Supporters! we've been digging deeper on this topic and after a bit more feedback if you have any -
1. We can introduce a compliance tab to the Creditor and you'd be able to track any items you wish (you could configure your own categories as you do with properties). Would you prefer to see a separate Creditor Compliance Register for reporting, or keep this information in the current Compliance Register with the ability to filter between Property Compliance and Creditor Compliance?
2. When a Creditor Compliance item has expired, what behaviour would you like to see? I warning when you enter a creditor against a maintenance job? and/or when a maintenance email is sent?
Any other notifications or areas that should be considered when we look to implement creditor compliance?
Daniel Lozina
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16 votesDaniel Lozina
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12 votesDaniel Lozina
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8 votesDaniel Lozina
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305 votes
Update: Additional fields have been added to the ‘Status’ drop-down under Communications History to give you more details on email delivery status, this is available to you now. We are continuing to investigate other areas to better notify you of any sending failures.
Daniel Lozina
supported this idea
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83 votesDaniel Lozina
supported this idea
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Add a tab in the creditor window "compliance" to add their insurances, licenses etc. and an area where you can enter the date it expires.