The following requested changes still remain outstanding:
| Request No | Description | Status |
|---|---|---|
| 22 | Allow Files to be attached to Notes as well as storing in the document area. | Pending |
| 23 | Provide a utility to identify potential duplicate Clients. | Approved |
| 24 | Include Role codes in the Client Summary. | Rejected |
| 36 | Provide a tickbox on investment options indicating that they are a closed investment. | Approved |
| 40 | Provide a facility to generate a Certificate of Currency. | Approved |
| 42 | Provide a facility to generate a PDF (and perhaps Word) version of the Reports. | Approved |
| 44 | Provide a facility to view and change file attributes in Document Manager. | Rejected |
| 52 | Need to add a Unit Trust Investment Product. This is very similar to 'Investment Funds' except for the member details. | Pending |
| 55 | Put an asterisk next to those folders in document manager which contain files. | Rejected |
| 60 | Can we have a facility to archive notes, say over 7 days old? We need to archive some notes but cannot use the Archive all function, as some notes are for future dates. | Approved |
| 84 | Please add Type of Security to the Home Building Risk. | Approved |