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Cases View

Cases View

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How can we improve Smartr365 Cases Screen?

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5 results found

  1. 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

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    planned  ·  1 comment  ·  Admin →
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  2. 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

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    planned  ·  0 comments  ·  Admin →
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  3. 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

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  4. 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 view

    48 votes

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    planned  ·  3 comments  ·  Admin →
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  5. 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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