Limited company Improvements
- Limited company name showing searchable on the search bar. -Also Limited company name appears in Kanban or next to client name. When lenders correspond with us, they use limited company name 100% of the time, so at the moment we would need to go into a case to find out that it was limited company. If we can have it appear next to the client name it would be massive help for us.
17
votes
Larissa Tait
shared this idea
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Hannah Vandervennin
commented
Note the limited company name on the fact find
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Akash Desai
commented
search by limited company name but also have the limited company name appear on kanban on cases as that is how lenders address the clients rather than their own name so its hard for us to find limited companies based on their personal name right now. Need to be able to find limited companies by searching their names.