Include fields for Engagement letter and ID in the main tab for all clients
i'm sure this must have been mentioned before but isn't it a bit stupid that the main tab has no field for the date of the enagagement letter for each client and a space to record what ID has been taken to comply with money laundering regs? this should also then link into things like accounts production? any reason why no one has kicked off about this before? one of many irks i'm afraid....
2
votes
Iain Lindsey
shared this idea
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Parts of these are planned for implementation with the release of CCH iFirm AML and engagement letters
