Record Terms of Business/Client Agreements signed dates
Can we record the dates where client Terms of Business and client Agreements were signed in the Key Dates section under Clients?
These are important for compliance purposes.
Area of the system
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Contacts (Clients / Prospects / Employees / Introducers)
Date
Almost 3 years ago
Author
Richard Fyfe
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Contacts (Clients / Prospects / Employees / Introducers)
Date
Almost 3 years ago
Author
Richard Fyfe
Subscribe to post
Get notified by email when there are changes.