Add 'advice type' selection to New Business register

This is mainly for FCA/External compliance reporting purposes.
Our current register has an Advice Type dropdown. This has been indispensable if Compliance have asked for, for example, all new pension transfers in a set date range, as we can filter by what we need.

I assume this would be useful to most firms, and possibly would make more sense to have in place of the current "Contribution Type" options. Screenshot for reference of what options we have with our register.

Area of the system
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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

New Business Events

Date

Over 2 years ago

Author

Stuart Boyle

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