Ability to switch client

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Natalie Williams

17 March 2016 12:33

It would be quite handy to be able to "Switch Client" on cases, in the same way that we are able to "Switch Agent".

We have a few clients with blocks of policies, though the name may change slightly on each policy.  Whenever a new policy is entered onto the system it creates a new client.  Being able to switch clients so all policies come under the same client would be very helpful.

 

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  John Kavanagh 17 March 2016 14:27

  Natalie,

  I made the same suggestion on 4th June 2015 under the heading Changing Client Code.
  It would be very useful if we could switch a client in the same way as we can switch an Agent.

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  Natalie Williams 17 March 2016 16:43

  Ahhh, I had a quick look for an existing request but missed that one.

  ADM, let me know if you want to close this down and I will comment on John's earlier request.

  Thank you

   

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