The ability for needs Analysis to automatically total all Living expenses | Mercury

The ability for needs Analysis to automatically total all Living expenses

complete

Navjot Randhawa

It would be great if the needs analysis can automatically total all the living expenses show them a grand total at the end of Section 9 when sending the response email back to the brokers. This will save the brokers a lot of time.

May 27, 2019

Sarah

marked this post as

complete

Wae Tat (Nathan) Yap

Sarah: Hi Sarah, can you tell me how is this completed? Thanks

Sarah

Wae Tat (Nathan) Yap: We've made this change in the Customer Centre (which will contain the Needs Analysis). The existing Needs Analysis won't be updated as the new one will be available very soon in beta. If you would like to start using the Customer Centre, and take advantage of the Living Expenses feature I can set you up on the beta.

Wae Tat (Nathan) Yap

Sarah: Hi Sarah, sounds good. Please put me on the beta. Thank you.

Sarah

marked this post as

in progress

We are currently working to total the living expenses in the Customer Centre and send to Mercury. Keep an eye out over the coming week for more news on this feature!

Sarah

marked this post as

under review

Andy Fleming

marked this post as

under review