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
Thora Kehoe Adviser
shared this idea
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Mary Hodges
commented
So this is important and was 'PLANNED' in April 2024. So many things that have not happened. This user voice seems to be totally pointless.
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Malcolm West
commented
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 -
David Eggison
commented
This would be a great asset. I have many clients asking me how to add info or upload documents etc especially when they have multiple cases. Being able to see the portal from their pov would help a great deal with these queries and save a lot of time and help with clients trust & understanding.
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Matthew Preston
commented
On the cases tab - it should be via case and not by individual.