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10 results found

  1. Administrator access to Solutionbuilder

    1 vote

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    0 comments  ·  Protection  ·  Admin →
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    David Butler shared this idea  · 

  2. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    David Butler supported this idea  · 

  3. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    19 votes

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    planned  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    David Butler supported this idea  · 

  4. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    David Butler supported this idea  · 

  5. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Admin →
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    David Butler supported this idea  · 

  6. Allow tokens to be deleted before preview or finalise

    18 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    David Butler supported this idea  · 

  7. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    David Butler supported this idea  · 

  8. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    David Butler supported this idea  · 

  9. Automated tasks

    40 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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    David Butler supported this idea  · 

  10. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Admin →
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    David Butler supported this idea  ·