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Answered Product Enhancements

Have a section to record the date SOAs signed

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Alex Lee
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As the regulations will be changing we need to start tracking the dates Statements of Advice are signed by clients. Can we please add a field to 'Services & Advice' to capture this date. 

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    Nina Tan
    (Edited )

    Hi Alex, 

    Thanks for bringing this up! In Practifi, there's already an Advice tab under a Service which allows you to log all SOAs and ROAs done. 

    In here, you can put in dates that are pretty important, such as when the SOA was presented or when the Authority to Proceed has been signed.

    Please do check it out: When you go to an existing service,  you'll find the Advice menu on the left side-bar. 

    Happy to help! 

    Nina 

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