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Settings and activity

11 results found

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

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

  2. Living With Family - Address History Dropdown

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

  3. Client Portal Document Store - Completed Cases

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

  4. Notes

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

  5. include solicitor details on summary page

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

  6. Include client titles on Summary screen

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

  7. Search Facility to see Fact Finds Sent

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

  8. Search using policy reference numbers

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

  9. Anticipated retirement age to be automatic/defaulted

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

  10. Important notes

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

  11. Download all button document store

    72 votes
    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  ·