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Thank you @stuartboyle
I will take a look when I am back from annual leave on Wednesday, I will definitely be adding new additions to this dropdown such as Pension Transfer, Switch and Advice Point and will think of the Title of the field but cannot use Advice Type as this is already in use (See screen shot)
Hi @stuartboyle
Following on from my post to the change log in Sleek and in the community you now have an additional contribution types of Advice Point, Switch and Pension Transfer with a notes field.
All of this is also exportable in the New Business Export where you are also able to apply filters including the Advice Area and date ranges
I am therefore updating the status to Completed