Completed cases stay showing in the Kanban until proc fee is marked as paid
As soon as we mark a case complete it disappears from the kanban view. It would be ideal if it stayed in the completed stage until we mark the proc fee as paid. This would allow advisors to keep track of any outstanding procs
37
votes
Greg Burnett
shared this idea
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Linda Vellosa
commented
Could the case even be moved to another column within Kanban, "proc fee outstanding"? This could keep it even more clear when a firm has lots of cases.