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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 · Mar 7, 2024 · Report… · Admin →

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Savannah Jackson commented · January 5, 2024 8:14 AM · Report

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.

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