Product Enhancements

Detailed entity information

When a company or a trust is created in the entity field, it would be great to have such information that relates to the entity. For example:


Field for ABN, ACN, TFN, Directors, Settlor. The company entity has more fields than the trust, however we need to fill this information in the description which isn't ideal. It works, however having the fields will prompt staff to input the data so that we don't have to go back looking for documents in the file. An added bonus would be to be able to add/upload the trust deed to the page. That would be handy.




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