GoProposal Ideas Portal

Be able to sort/filter clients by risk level on GPAML

It would be handy to be able to sort by risk level I can see how many high level clients I have. And/or have a dashboard with this info on.

  • Guest
  • Mar 17 2023
  • We're Taking A Look At This
AML
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  • Tracey McMaster commented
    25 Mar 10:10

    We simply don't have the time to check through over 1000 client records to see which ones are enhanced. Surely this overview of information is fundamental to making the software useable!