GoProposal Ideas Portal

Notification or Email from GP for AML Checks Completed by Client

This would be usual so that our admin team can complete the auto approval and download the AML check for file completion without going through all the client lists to see who's waiting to be reviewed

  • Alix Sheppard
  • Jul 8 2024
  • We're Taking A Look At This
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  • Marie-Helene Sheeran commented
    28 Aug 14:59

    By default, the main account owner receives the notifications and not the user who makes the request. It would be useful to add a notification field, or at least send the notification to the user who did send the request.