Settings and activity

72 results found

1. Client portal - Post message

   22 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Linda Vellosa supported this idea  ·  Jan 9, 2023

2. Lead form on a broker website

   26 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

3. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

4. 1 click recent clients

   65 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

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

   49 votes

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   planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

6. Create an Automated Protection Review Task/Reminder

   15 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

7. Confidential Cases - restricting access

   48 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

8. To Do List

   31 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

9. Update questions asked in Buildings and Contents

   19 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

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

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

11. Home Insurance Cases

    29 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

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

    63 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Linda Vellosa supported this idea  ·  Jan 9, 2023