As of this morning, the following updates have been applied:
- Whenever a new pension request is initiated, all member trustees will be automatically added as members, unless it's a member action, in which case only the customer initiating the request will be added
- Whenever a new pledge is initiated, all member trustees will be automatically added as members
This will simplify the process of manually adding workflow members and will provide greater transparency to member trustees, which is something which has been requested on a number of occasions.
I hope this helps to improve your customer experience.
I hope this helps to improve your customer experience.