Skip to content

If you cannot find a suitable forum then please post your feedback here

General

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 21 ideas
- Dashboard 10 ideas
- Document Store 14 ideas
- Emails 16 ideas
- Fact Find 80 ideas
- General 128 ideas
- Introducers 4 ideas
- Lender Integration 1 idea
- Notes 10 ideas
- Notifications 10 ideas
- Protection 16 ideas
- Reporting 5 ideas
- Sourcing 3 ideas
- Suitability Report Generator 10 ideas
- Tasks 5 ideas
- Workflow 13 ideas

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

1 vote

David Eggison shared this idea · Mar 7, 2024 · Report… · Admin →

An error occurred while saving the comment