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10 results found

  1. Client Portal Document Store - Completed Cases

    19 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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    Nayani Vijayaratnam supported this idea  · 

  2. Notes

    3 votes

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    0 comments  ·  General  ·  Admin →
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    Nayani Vijayaratnam supported this idea  · 

  3. include solicitor details on summary page

    8 votes

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    1 comment  ·  Cases View  ·  Admin →
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    Nayani Vijayaratnam shared this idea  · 

  4. Include client titles on Summary screen

    3 votes

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    0 comments  ·  Cases View  ·  Admin →
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    Nayani Vijayaratnam shared this idea  · 

  5. Search Facility to see Fact Finds Sent

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Nayani Vijayaratnam shared this idea  · 

  6. Search using policy reference numbers

    11 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Nayani Vijayaratnam shared this idea  · 

  7. Anticipated retirement age to be automatic/defaulted

    2 votes

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    0 comments  ·  General  ·  Admin →
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    Nayani Vijayaratnam shared this idea  · 

  8. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Nayani Vijayaratnam supported this idea  · 

  9. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Admin →
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    Nayani Vijayaratnam supported this idea  · 

  10. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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    Nayani Vijayaratnam commented  · 

    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.

    Nayani Vijayaratnam supported this idea  ·