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67 results found

  1. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Admin →
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    Oliver Potter supported this idea  · 

  2. To show when another user is viewing the case (either client or another staff member).

    18 votes

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    under review  ·  0 comments  ·  Cases View  ·  Admin →
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    Oliver Potter supported this idea  · 

  3. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Oliver Potter supported this idea  · 

  4. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Oliver Potter supported this idea  · 

  5. 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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    Oliver Potter supported this idea  · 

  6. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Oliver Potter supported this idea  · 

  7. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Oliver Potter commented  · 

    We should be able to upload our own templates for the automatic emails/messages on workflow.

    Oliver Potter supported this idea  · 
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