From Wednesday 28 August, you will be able to:
Capture more employment details: capture and store employer details, including title, first and last name, phone number, and email address for primary and secondary employments, for both PAYG and self-employed clients.
Select a preferred contact method: A new field has been introduced within the contact’s details to capture their preferred contact method, accessible in both the CRM and the Client Centre.
These details will be automatically populated in ApplyOnline upon submission, removing the need for you to manually enter the information and saving you time.
What will change for you?
A new section in the employment tab to capture employer contact details.
An additional field in the contact tab for the preferred contact method.
These fields will automatically populate from your CRM into ApplyOnline.
What's changing for your clients?
An extra step in the Client Centre under Employment for applicants to input their employment information.
Ability to select their preferred contact method
