14 results found
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8 votes
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Show if a case is NPW on the case summary page dropdown
On the case switcher on the summary page allow me to see if a case is NPW
8 votes -
3 votes
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Hide NPW Cases
Add the ability to hide NPW cases from the cases, mortgages view or summary page case drop down view e.g. via a filter or checkbox
7 votes -
Nick name for cases
being able to add a nick name to cases on front page, to help identify current cases etc, or port and top ups, or multiple current mortgages.
3 votes -
Add BMI field to Protection Fact Find
To display the client's BMI which should be auto calculated based on the client's height, weight and gender added. Recommend display underneath the existing height and weight fields
2 votes -
To show when another user is viewing the case (either client or another staff member).
Our cases are viewed by both the advisers & admin team so it would be helpful to show when another member of staff or the client is viewing the file in order not to duplicate or cross over on anything.
18 votes -
Automated tasks
Option to set automated tasks.
For example, if you transmit a case there is an automated task to case lender, then say automated task 'is valuation instructed', etc etc41 votes -
Confidential Cases - restricting access
Where a mortgage is being arranged for a member of staff within the business, it would be useful if System Admin could restrict the access to the case in order to add extra protection and avoid too many people having the ability to access personal and sensitive information about a colleague.
46 votes -
Meeting dates & Mode of meeting
Within the case summary screen - it would be very useful to have fields for advisers to record the date of each client meeting (2 x fields preferable) and the mode of each meeting too, with the options reflecting the FCA Directory Persons register i.e. Face to Face, Online or Telephone. With the added ability for this data to be fully reportable via PowerBi
25 votes -
1 click recent clients
It would be helpful to have a recently used list of clients on the home page so you can go back into a recent client with 1 click rather than searching by the name in cases each time. i.e. the last 5 open clients
62 votes -
Ability to look at a Cases view vs a Clients view
Ability to look at a Cases view vs a Clients view. Currently the Cases Screen mixes the two.
I want to view related/linked case information and their documents in a single view avoiding the need to navigate to different cases
This applies for Mortgages and protection.
As an example I recommend 3 protection policies with different providers as part of one advice process. These currently have documents stored in different cases and I want to view these in a single view48 votes -
Show cases as overdue once Follow up time/date is reached
Overdue cases only seen to show when they are 1 day over due, can this not be amended so we can see when client our overdue instantly ?
15 votes -
tags for linked clients on case view
on "cases "screen, please add a visual clue if client are linked or single so i do not have to fully view a case.
22 votes
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