Settings and activity
8 results found
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15 votes
Savannah Jackson
supported this idea
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13 votes
An error occurred while saving the comment -
143 votes
We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.
An error occurred while saving the comment Savannah Jackson
commented
Emails need to be customisable - These will never be used as are, as additional information is required. Changes are in line with compliance and Consumer Duty - Offer & Completion emails in particular.
An error occurred while saving the comment Savannah Jackson
commented
Workflow Email Example
An error occurred while saving the comment Savannah Jackson
commented
Ability to adapt templates would be an improvement, ability to choose template to sent when updating case status would be ideal.
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1 vote
An error occurred while saving the comment Savannah Jackson
commented
Face to Face Example
Savannah Jackson
shared this idea
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1 vote
An error occurred while saving the comment Savannah Jackson
commented
Error Message Example
Savannah Jackson
shared this idea
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3 votes
An error occurred while saving the comment Savannah Jackson
commented
Causes confusion and isn't intuitive. Also prevents advisers from adding cases where previous case was completed by a different adviser - This causes bigger issues for General Insurance advisers as they are unable to create cases themselves.
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2 votes
An error occurred while saving the comment Savannah Jackson
commented
Example screenshot of Halifax options
Savannah Jackson
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17 votesSavannah Jackson
supported this idea
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New opportunities for Protection should be highlighted - Not just Protection renewals, but also where Protection on previous Mortgage Case wasn't sold.