Settings and activity
2 results found
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32 votes
Karen Hartmann
supported this idea
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245 votes
We're pleased to advise this is now in development. We'll let you know once it has been released.
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Karen Hartmann
supported this idea
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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