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Settings and activity

51 results found

  1. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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    Linda Vellosa supported this idea  · 

  2. tags for linked clients on case view

    21 votes

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    planned  ·  0 comments  ·  Cases View  ·  Admin →
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    Linda Vellosa supported this idea  · 

  3. 1 click recent clients

    61 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Linda Vellosa supported this idea  · 

  4. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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    Linda Vellosa supported this idea  · 

  5. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 

  6. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    Linda Vellosa supported this idea  · 

  7. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 

  8. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Linda Vellosa supported this idea  · 

  9. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Admin →
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    Linda Vellosa supported this idea  · 

  10. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Linda Vellosa supported this idea  · 

  11. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Linda Vellosa supported this idea  · 
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