Users can click through into each appointment and view all information associated with it, such as the status, contractual agreement, charge rates etc.
In addition, users are able to log any issues with an adviser within eShare so when a review is due, all the information is ready and to hand.
When appointments are due for review, eShare notifies users via email. A decision can then be reached on whether to continue with the appointment or terminate it.
Future review dates can be set along with any mitigating actions.
