Subscriber can modify ‘Holding deposit’ payment method
Ability to initiate a new subscriber account from within the agreements and deals screens. In essence this becomes part of the auto-search / add / link subscriber
Ability to link/group Agreements and subscribers into a single reference; deals, projects and master projects.
Changes to finding an existing subscriber; via lookups and Ability to drop files
The certificate sets out the monies held in trust and the terms and conditions for the holding of and disbursement of those monies.
All subscriptions and trading terms can now be accepted via the web.
Subscribers will now receive email alerts; transaction status changes and activity within their group