We have noticed that you cannot put a plan date in force for a future date which means we need to create a task and then add the start date once the 'on risk' date arrives which creates more work.
This is definitely a easy win, protection cases particularly will often have start dates set a few days/weeks into the future, it’s also impossible to add the commission on without a start date.
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Comments1
Gavin Porritt
May 29
This is definitely a easy win, protection cases particularly will often have start dates set a few days/weeks into the future, it’s also impossible to add the commission on without a start date.