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1. Revamp of Dashboard

   Make the dashboard more flexible by allowing each individual adviser the ability to create their own dashboard by having many many more single box options, this could be things like the last 5 clients cases visited or the top 5 referrers or choose which if the calculators to show (the ones clients see on their dashboards ) or the business written this month/year. Essentially giving each adviser the information they want to see. This requires the ability to add/delete boxes of information to be displayed on an adhoc basis and the dashboard can be as big or small as an adviser wishes it to be. Also management of several advisers would probably look for a more business overview style dashboard, much different to an advisers.

   why on the Dashboard does it have our Remortgage Opportunities listed in the corner, but not allow us to click on any of them to actually load the cases to work on? Remo opps should be clickable

   Make the dashboard more flexible by allowing each individual adviser the ability to create their own dashboard by having many many more single box options, this could be things like the last 5 clients cases visited or the top 5 referrers or choose which if the calculators to show (the ones clients see on their dashboards ) or the business written this month/year. Essentially giving each adviser the information they want to see. This requires the ability to add/delete boxes of information to be displayed on an adhoc basis and the dashboard can be as big or small as an… more

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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