Settings and activity

5 results found

1. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Stuart Phillips supported this idea  ·  Jun 18, 2020

2. Dashboard Drop Down Options

   21 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Stuart Phillips supported this idea  ·  Jun 18, 2020

3. Multiple FactFind Applicants

   131 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Stuart Phillips supported this idea  ·  Jun 10, 2020

4. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Stuart Phillips commented  ·  Jun 10, 2020  ·  Edit…  ·  Delete…

   Kanban view can become very busy, and where most applications are joint, it would be good to see just one combined case for linked accounts.
   IE J & J Bloggs instead of a block for each client

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   Stuart Phillips supported this idea  ·  Jun 10, 2020

5. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Stuart Phillips supported this idea  ·  Jun 10, 2020