Remo Op on the dashboard
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?
29
votes
Wesley Ronayne
shared this idea
-
Lee Martin
commented
On the dashboard where this months remortgage opportunities are shown as a list, it would be really useful if each clients's name was a hyperlink straight into the case and when worked through to completion it disappeared from the box. This would create a sort of job list to work through