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Ideas & Enhancements
Categories Checklist
Created by Guest
Created on Jul 23, 2019

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items

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  • Guest
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    Apr 1, 2022

    I would actually broaden this request and say that you should be able to trigger checklist items by entering any date within needles - even if it's a user defined field date. You should be able to link the checklist to any field within the database.