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New Business Events
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Update: New Business Events - Additional Features added

We've rolled out an update on the New Business Events that quite a few people have asked for including:

Additional contribution types:

  • Advice Point
  • Pension Transfer
  • Switch
  • Notes box

Premium / Contribution & Frequency- now optional

Status and Proposal Date

  • Proposed
  • Accepted

Start Date - only mandatory where Status = Accepted

Additional Filters and column headings

  • Client Level
  • Plan Level
  • New Business Events Summary Report
  • New Business Export

We hope these changes help!

What do you think about this update?
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