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8 results found

  1. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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    Mrs Jodie Clayworth supported this idea  · 

  2. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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    Mrs Jodie Clayworth commented  · 

    Kanban does this though. You just move the case across to each section at the different stages. Adding other sections is creating more work for admin.

  3. Hide NPW Cases

    7 votes

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    planned  ·  0 comments  ·  Cases View  ·  Admin →
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    Mrs Jodie Clayworth supported this idea  · 

  4. Add a landlord question section to the FF

    1 vote

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Mrs Jodie Clayworth shared this idea  · 

  5. Jodie.clayworth@cheethamjackson.com

    2 votes

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    0 comments  ·  Tasks  ·  Admin →
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    Mrs Jodie Clayworth shared this idea  · 

  6. Task Notifications

    9 votes

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    under review  ·  0 comments  ·  Notifications  ·  Admin →
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    Mrs Jodie Clayworth supported this idea  · 

  7. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Mrs Jodie Clayworth commented  · 

    Totally agree with this!

    Mrs Jodie Clayworth supported this idea  · 

  8. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Mrs Jodie Clayworth supported this idea  ·