Adding an existing client to a case
Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number
3
votes
David Eggison
shared this idea
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Savannah Jackson
commented
Causes confusion and isn't intuitive. Also prevents advisers from adding cases where previous case was completed by a different adviser - This causes bigger issues for General Insurance advisers as they are unable to create cases themselves.