Display kanban by case not client
When you look at the Kanban, it looks a lot busier than necessary as each client is listed, not each mortgage application. So on a joint application, both applicants are listed for the one record.
Ideally it should be per mortgage, that would make sense for all of us monitoring applications - not individual clients.
Justin Moy
shared this idea
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Bev Shaw
commented
I was told by Smartr no one else had raised this as an issue and then go and find this thread. Really hoping this is changed soon!
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Stuart Phillips
commented
Kanban view can become very busy, and where most applications are joint, it would be good to see just one combined case for linked accounts.
IE J & J Bloggs instead of a block for each client -
Lee Martin
commented
Agreed the information tile used in Kanban should reference the lain client as secondary to the address being mortgaged