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Settings and activity

47 results found

  1. Client portal /portfolio of properties

    22 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Glyn Bottomley supported this idea  · 

  2. Client Portal Document Store - Completed Cases

    23 votes

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    under review  ·  3 comments  ·  Client Portal  ·  Admin →
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  3. Show if a case is NPW on the case summary page dropdown

    10 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    Glyn Bottomley supported this idea  · 

  4. Cases Screen - Search by specific data field

    7 votes

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    0 comments  ·  Cases View  ·  Admin →
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    Glyn Bottomley supported this idea  · 

  5. 1 click recent clients

    65 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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  6. Confidential Cases - restricting access

    48 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    Glyn Bottomley supported this idea  · 

  7. Improve Workflow screen layout

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Glyn Bottomley shared this idea  · 
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