Completed Product Enhancements

Place of Birth

When completing new applications place of birth is a required field for AML purposes. It would be great if this could be stored in Practfi. 

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3 comments
  • Official comment

    Hi Keiran, 

    We might need a bit of additional information from you to make sure we understand what you're hoping for. Would this just be an additional text field? Where were you hoping it would land? Client Person Basics? 

    Do you need to report this anywhere or do anything with the information after it's recorded? 

    Thanks! 

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  • Hi Lindsey

    Yes I was thinking Client Person Basics. My initial thought was three additional text fields displayed near each other: [Place of Birth - City], [Place of Birth - State] and [Place of Birth - Country]. 

    I'd want to be able to populate these fields into Word and PDF files using conga composer. 

    Thanks 
    Keiran

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  • Hi Keiran,

    We've added place of birth to the contact record in our latest version of Practifi, Chardonnay. 

    Cheers!

    https://www.practifi.com/blog/practifi-chardonnay-release-notes/

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