4 results found
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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 -
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 -
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
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