If we have manually activated a client (like pinak and Mitali) and they havent completed a Fact Find, can there be a way to prompt them to do so? Maybe by clicking the fact find icon and re-sending? also need to be able to add client details. For example Pinak and Mitali are SMSF clients and signed an authority in the name of their SMSF, but when clicking their name it only shows Pinak's legal name. Which we must have entered when he was just a lead. So need to be able to edit this.
Activity feed to have items related to the campaigns or activities that the user has permission to see
on the next page it asks for property discription ... so these feel like a double up. I think we should remove the circled areas.
Get Photos from URL when Off Market has photos online somewhere 1 1
Diferent pin colour for off market properties on the map OFF MARKET ICON COLOUR or PIN shape or outline colour etc 1 1
Integrated rewards program for industry partners 1 1
AML integration 1 1
Final Inspection Form 1 1
1 1