Slips

Mr. Timothy Cobb

January 24, 2018 22:47

I would like to suggest that since we are now submitting almost all slips online there should be and indicator that they have been added to our PALMS report. We are all busy professionals and now that we are asked to submit our own slips there should be an indicator for us to quickly identify if they have been added to our PALMS report. This can be based on color or shading or even a box that gets checked to shows us this has been added to our individual PALMS report.

1

• Official comment

  

  Jeremy Walsh

  January 25, 2018 19:03

  @timothy - thank you - we will take a look at this to make it more obvious.

  For now, there are two ways to note whether it has been submitted.  On the mobile app, the EDIT and DELETE icon on the slip will become grayed out, so they will become read only.  In the full website (www.bniconnect.com) the reports for the slips have a column in the report that shows the PALMS status of completed or draft.

  Hope this helps!

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