Ability for members to upload their Industry Body; AFCA & PI Insurance documents at renewal (membership certificates & ins policy) into Mercury < Admin < My Details section
planned
J
Justin Callins
For member due diligence and ongoing compliance obligations with FM Agreement holders - can we have the ability for a Partner group and/or members to upload their renewed Industry Body (MFAA; FBAA; CAFBA) certificate + External Dispute Scheme (AFCA) certificate + PI Insurance policy within Mercury < Admin < My Details section. Then next request - have these uploaded documents made available to our Admin team for saving into Network 'Z' Drive < Partner File and at the same time the new Expiry Date is recorded/updated in Dynamics. *This will reduce zendesk workload and also reduce email & phone follow-ups.
A
ANDREW TAN
Could extend this to new members as we bring them on-stream? I am referring to the supporting documents required for new membership.
G
Glenn Lees
planned
A
Aaron Cody
As an addition to this they could get an automated pop up when ever they log into Mercury with any of these docs outstanding.
Andy Fleming
under review
Andy Fleming
Hi Justin. Thanks for the idea - we'll look at rolling this into either the new Admin or Compliance apps :)