Add "Main Insurer" dropdown on the Cases screen
On the Cases screen it is currently possible to filter by:
STATUS
AGENT
CLIENT
SCHEME
DATES
It would be really helpful if a further filter could be added: MAIN INSURER
This would save so much time when trying to find specific cases or looking for cases by a certain insurer. I understand that it would not be easy to add the ability to search by other risk groups as all schemes have different risk groups, but restricting it to Main would still be really beneficial.
I am thinking about this from an Admin perspective, I am not sure the same functionality should be available to clients/agents as there may be insurers behind the scenes that Users do not want to be made public.
Thanks
-
Official comment
Hi Daniel,
You can now search by Insurer on the cases search.
Thanks,
Rob.
Comment actions
Please sign in to leave a comment.
Comments
2 comments