Notification for Case Transfers
When a case is Transferred or Referred to another adviser they don't receive a notification and have to check Case Transfers. Could a notification be triggered for the new adviser to accept or, better still, an e-mail?
12
votes
Phil Leivesley
shared this idea
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Kelly Wicks
commented
Would be really useful if the protection adviser receives a notification when a case has been referred to them by a mortgage consultant using the Refer functionality.