Title: | General Case Management | |
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Owner: | Adam Evans | |
Creator: | Adam Evans | Oct 13, 2017 |
Last Changed by: | Chloe Fuidge-Lugg | Feb 22, 2022 |
Tiny Link: (useful for email) | https://ekeepergroup.atlassian.net/wiki/x/YAIjBQ | |
Export As: | Word · PDF |
Incoming Links
Hierarchy
Children (13)
Adding New Cases and Product Records
Attaching files to a product
Supporting Documents (Ticklist) - Customers Upload Documents to The Portal
Adding reminders or diary entries
Move products
Product Panels
Managing your Client's Cases
Updating Insurance Products for use with Solution Builder
Related Products
Adding a New Lender/Provider to your Address Book
Adding New Cases and Product Records
Attaching files to a product
Supporting Documents (Ticklist) - Customers Upload Documents to The Portal
Adding reminders or diary entries
Move products
Product Panels
Managing your Client's Cases
Updating Insurance Products for use with Solution Builder
Related Products
Adding a New Lender/Provider to your Address Book
Labels
Global Labels (4)
Time | Editor | |
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Feb 22, 2022 12:38 | Chloe Fuidge-Lugg | View Changes |
Feb 22, 2022 12:37 | Chloe Fuidge-Lugg | View Changes |
Feb 22, 2022 12:37 | Chloe Fuidge-Lugg | View Changes |
May 28, 2021 12:18 | Roly Birkwood | View Changes |
May 28, 2021 12:17 | Roly Birkwood | |
Version published after converting to the new editor |