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1-20
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These change request numbers were internal changes as part of initial development.
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-
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21
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Provide an Advanced Find facility in Client Maintenance
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5.0
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25
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Provide a quick search by Phone Number in Client Maintenance.
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5.0
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26
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Add wheel mouse support to the client summary
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3.41
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27
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Provide a facility in Adhoc Reports for users to create their own layouts.
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3.01
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28
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When starting Client Maintenance automatically display one of the search screens.
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2.24
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29
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Include Portfolio Care Contract for Hillross Advisers.
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2.24
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30
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Provide a facility to choose the punctuation when building the default Mailing Name for Individual Clients
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2.24
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31
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Trade Insurance Contract needs updating.
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3.41
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32
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Please update Business Insurance to include the following:
1. Need to be able to enter Sum Insured for each Risk.
2. Add the General Property Risk.
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3.41
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33
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When you click on Partner when adding a new Financial Profile, is it possible for the client's surname to automatically populate the choice list.
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4.0
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34
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Allow the Occupation Class Picklist to be modifiable.
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5.0
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35
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Allow the Health Assessment Picklist to be modifiable.
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5.0
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37
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Provide a Change Adviser Number Utility
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3.42
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39
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Advanced User Administration facilities required.
eg. Do not allow specific users to Delete Clients.
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4.0
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45
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Change 'Superannuation Plans' Contract as follows:
1. Allow up to four beneficiaries
2. Allow up to four Rollovers, incl Date, amount and source.
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3.41
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45a
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The Group/Employer Super Contract needs updating
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3.41
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46
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Need to alter the allocated Annuity/Pensions screen as follows:
Remove the installment, Stamp Duty and Annual Premium Fields.
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3.41
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47
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Allocated Annuity/Pension screen:
1. Remove the Class of Business field.
2. Increase Policy Type to cater for the description 'Guaranteed Annuity'
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3.41
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48
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Darken the lines on the Client Details Report perhaps make dotted.
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3.41
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49
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Merge the Occupation Group and Industry Picklists.
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3.41
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50
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Merge the Income Continuation and Business Insurance Overheads into one Contract type called 'Income Protection'
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3.41
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51
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Remove all references to 'AWB' and 'CDB4W'. These no longer apply today. All of these AMP specific contract types can no longer be chosen for new Contracts.
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3.41
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53
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Would be good if there was a box to tick asking if postal address is same as residential, so that address would automatically flow through and we don't have to type it in twice.
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3.41
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54
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The Map Reference field is not present for Company Details, can we add it please ?
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4.0
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56
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Allow Folders within Folders in Document Manager (Client Files Only).
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3.41
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57
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Allow Files to be sorted by either Name or Date.
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3.41
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58
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A 'Tools & Equipment' field is needed under Trade Insurance - Construction Option under 'Other Cover'.
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3.45
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59
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Please place a Pet Cover option under Home Contents - This is because some people have Pet Cover who do not having Building Insurance.
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3.45
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61
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Can we have a utility so that we can cull contracts/clients via adviser no.
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3.42
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62
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Can we add attitude to Risk fields for a Client.
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3.45
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63
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Please show Underwriter and Policy Type for Contracts in left hand side.
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4.0
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64
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Please add a place under the superannuation fund members screen to enter TSC benefits (income insurance)
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3.41
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65
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Can we add a facility to import multiple files at once.
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4.0
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66
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For Home Insurance Building details we need a field to enter the year of construction and the type of construction.
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4.0
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67
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Please allow a space as the mail seperator in Preferences.
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4.0
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68
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Is it possible to provide a way to identify Client and Non-Client relationships on the LHS of the screen, possibly using an asterisk or colours?
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4.0
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69
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Add Mobile Phone number to the "Account Statement excludes General Insurance" Report.
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4.0
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70
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Please add Farm Insurance
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5.0
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71
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Please add Boat Insurance
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5.0
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72
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Please alter the Financial details of General Insurance as follows: "Total Premium" to become "Premium" and add a new calculated Field "Total Payable" just after the terrorism charge field.
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4.0
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73
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Please provide a field for Fund Balances for Superannuation Members
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4.0
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74
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Please add "Needs Analysis" to the FSR Document Dropdown.
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4.0
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75
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Please add "General Advice Warning" and "No Advice Warning" to the FSR Document Dropdown.
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4.0
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76
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Can the FSR History be locked similar to Archived Notes ?
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4.0
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77
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Can we have an After Hours Email Field added to Individuals.
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4.0
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78
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Please add a Tick box to both Home Building and Contents for Domestic Workers Comp.
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4.0
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79
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Please add a Rent Default/Tennant Theft Tickbox and a Loss of Rent Field to the Home Building Option.
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4.0
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80
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Please add a Specified Items Option to the Motor Policy.
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5.0
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81
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Please Default Review mail and OK to Call To Checked for New Clients
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4.0
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82
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Can you make the Review Type Picklists modifiable.
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5.0
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83
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Please add a No Claim Discount on the Motor Vehicle, Vehicle Details screen
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5.0
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85
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Can we show current contracts in a different colour than inactive ones
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5.0
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86
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Please update the postcode file
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5.0
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87
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Please add the facility to add Contract Notes and Documents.
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5.0
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88
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Please update the Tax Rates
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5.0
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89
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Please add Privacy Statement to the FSRA Dropdown list
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5.0
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