Settings and activity
3 results found
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29 votes
Karen Hartmann supported this idea ·
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176 votes
An error occurred while saving the comment Karen Hartmann supported this idea ·
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64 votes
Karen Hartmann supported this idea ·
3 results found
1. I think adding a Compliance Tab to the existing Creditor Profile would be best to keep all the information for a Creditor in the same place, easy to find. Also be able to drag and drop documents into the Credits Compliance Tab.
2. I’d like to see a warning email sent when the compliance item has expired or about to so it can be chased up and the new details provided before any more work orders are issued.
Also the ability for the system to send automatic requests and reminders to the Creditors to provide updated compliance details for PL Insurance, Licences etc