Allow additional information to be shown against case search results

Completed

Comments

7 comments

  • Avatar
    Ben Coleman

    This would be fantastic, i would love to see the first line of the risk address apear also. As we have a number of property owners with a number of properties up to 100. this would prevent us having to click through each one

    0
    Comment actions Permalink
  • Avatar
    Mark Williams

    I can see everyone wanting different things from this so would suggest that if it is considered it could be done in 2 stages:

    Stage 1 - Allow the selection of "System" or "Client Fields"  which would be standard across all scheme types.

    Stage 2 - Add report type functionality which would allow for scheme questions or answers to be added such as Trading Address, Trade etc.)

    0
    Comment actions Permalink
  • Avatar
    Dee Coleman

    I have to agree with Bens comments, portfolios of residential business is very common.

    At the moment each risk we place on the system has a different case number.  Using a 10 property portfolio in the name of smith.

    We load ten properties, ten times with ten case numbers, we need to keep all case numbers together so we have a record of the clients portfolio. So then we manually produce an excel spreadsheet that lists each risk and upload it to one file so we have a way of searching all the case numbers for that client easily.

    However if the broker calls a few months later, they want to adjust 4 properties on the portfolio, we search by broker then client. We have to go into each of the 10 records to read each risk address to them. It would be so much easier if we could just see each risk address on the front screen.

    Portfolios take long enough to process and it does not give a very good impression when we have to keep the broker on hold whilst we have to click through all the records on the system to find all the addresses.

    0
    Comment actions Permalink
  • Avatar
    John Price

    HI, 

     

    While I cant show all of the fields you suggest, its now possible to add additional information to the case search results screen, using custom JavaScript.  See here for details. http://support.admnetwork.com/entries/97774688-Adding-additional-fields-to-the-case-search-screen

    Let us know if you need help with this.

     

    0
    Comment actions Permalink
  • Avatar
    Mark Williams

    Thanks for that John, I'll give it a go. Will this allow us to show Premium or selected insurer?

    0
    Comment actions Permalink
  • Avatar
    John Price

    You can add anything that has a question name

    0
    Comment actions Permalink
  • Avatar
    Mark Williams

    Sorry John, I'm still a bit confused. Can you give me an example of how I would obtain premium information?

    Cheers.

     

    Mark

    0
    Comment actions Permalink

Please sign in to leave a comment.