Settings and activity
71 results found
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43 votes
Michelle Maynard supported this idea ·
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28 votes
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8 votes
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15 votes
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12 votes
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8 votes
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4 votes
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19 votes
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41 votes
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225 votes
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9 votes
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9 votes
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11 votes
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2 votes
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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?
An error occurred while saving the comment An error occurred while saving the comment Details for me that I think useful is Workers Comp, Public Liability, License details policy details including expiry and reminders set
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32 votes
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15 votes
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13 votes
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8 votes
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4 votes
The ability to email automatically - example
"Dear PM Plumbing,
We appear not to have a copy of your current Public liability Insurance or this has expired, can you please reply to this email with a copy of this
Kind regards