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Settings and activity

27 results found

  1. Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one

    1 vote

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    Saha Vishvanath shared this idea  · 

  2. Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user

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  3. Ability to gate user access with Experian credit searches

    1 vote

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  4. Templates for Notes section

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  5. Customize workflow and tailor it

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  6. Add our own Case Statuses

    2 votes

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  7. Additional statuses

    2 votes

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    Saha Vishvanath supported this idea  · 
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