Move products

Owned by Roly Birkwood
Last updated: Aug 03, 2021 by Chloe Fuidge-Lugg (Unlicensed)
2 min read

Introduction

This feature allows a user to move an applicant’s product from one case to another.

For example, an applicant might have two separate cases with you, one for his personal products e.g. Main Home, individual protection and family protection. The other case might be a Buy to Let portfolio.

This option is also useful if an existing applicant unknowingly registers on your website or through Burrow, which automatically generates a brand new case and product.

In the above example, you will be able to move the new product to the most appropriate case, and remove the new case from your records.

System Permission

The following system permission will need to be enabled against he your system user group.

Home / System Settings / User Permission Groups & Set Permissions

  • Find and edit your user group.

  • Enter “Can move product” into the quick search.

  • Check the permission box.

  • Save & Close

 

How to move a product

Now go to the new case and product.

At the bottom of your screen, you will now see the new option:

 

You will now have the option to perform a search to find the case you wish to allocate the product against.

This can be done by typing the case reference or customer details into the “Search for case” field.

Once you have identified the case, place a tick against it.

Now click the MOVE button at the bottom of the window:

You will now be taken to the selected case, displaying the moved product.