Settings and activity

11 results found

1. Restrict admin access to a case on a client by client basis

   3 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Nayani Vijayaratnam shared this idea  ·  Apr 1, 2025

2. Living With Family - Address History Dropdown

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  Feb 26, 2025

3. Client Portal Document Store - Completed Cases

   21 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam supported this idea  ·  Jun 13, 2024

4. Notes

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam supported this idea  ·  May 29, 2024

5. include solicitor details on summary page

   10 votes

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   1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  May 29, 2024

6. Include client titles on Summary screen

   3 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  May 29, 2024

7. Search Facility to see Fact Finds Sent

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  Apr 24, 2024

8. Search using policy reference numbers

   11 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  Apr 9, 2024

9. Anticipated retirement age to be automatic/defaulted

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Nayani Vijayaratnam shared this idea  ·  Dec 13, 2023

10. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Nayani Vijayaratnam supported this idea  ·  Dec 13, 2021

11. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Nayani Vijayaratnam commented  ·  Jun 8, 2021  ·  Edit…  ·  Delete…

    When selecting documents to download from the system, rather than ticking each individual box to select the documents, a Select All functionality would be easier.

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    Nayani Vijayaratnam supported this idea  ·  Jun 8, 2021