3 votes

Copy/drag compliance documents to multiple opportunities

The task of dragging compliance files to an opportunity can take some time depending on attachments. When there is a simultaneous deal being lodged/ or deal in a short amount of time where the same payslips/banking/loan/ID data is used, there should be a function to move all (or selected) attachments to the other file for compliance. Alternatively for compliance to sign off on it being OK to note ‘refer linked opp #XYZ for compliance docs’

Category: Other Anthony Hopson shared this idea

One Comment

  • Olivia Zhao says:

    Hi Anthony, thanks for sharing this feedback. When building our new CRM, the team has made significant enhancement in uploading documents. There will be three tabs to store and categorize documents: Generated reports, Compliance documents, and Application Supporting. The interface will continue to evolve to achieve an efficient workflow.

    Stay tuned for updates on this request and we look forward to hearing more of your suggestions!

    Olivia Zhao
    UX Researcher at AFG

Leave a Reply

Powered by Simple feature Requests