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4 results found

  1. Using AI to pre populate Passport numbers and play slip info into Fact find.

    1 vote

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    0 comments  ·  Fact Find  ·  Admin →
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    shirin.patel shared this idea  · 

  2. Having the middle name shown all through the fact find, just incase we have a client who has the same name between clients

    1 vote

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    0 comments  ·  General  ·  Admin →
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    shirin.patel shared this idea  · 

  3. Open Workflow to a bigger view of more than 300 ish so no clients go missing or not showing on UX-

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  4. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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