What is a case?

A case is a container, within which your clients and products site. The business that your company does with your clients can mean that a client can have multiple products associated with them and these products can vary in type. For example your client may have a number of Buy to Let properties in their portfolio or they may just be purchasing a house with a mortgage and have an associated life cover.

What is a product?

A product is an individual application that you are undertaking for your client. These can be a multitude of types for example a protection product; Mortgage etc. 

How are cases, products and clients related?

As mentioned above cases house products and clients. Similarly to products, you can also have multiple clients associated with a single case. See Figure 1 to the right, you can see that the case is in the middle and that all the applicants (clients), mortgages, and other products are all pointing towards the case. 

The following sections will show you how you can create a new case in eKeeper CRM and then how you can associate applicants and products with the new case

Creating a new case

To create a new case you must first be logged into your eKeeper CRM. 

Next navigate to your homepage (right), then click the Enter new case button (figure 1) to enter a new case into the system. 

Figure 2 - Homepage menu bar

You will now see a blank case (right) from which you can begin to add applicants and products. The default view that you are currently seeing is the summary page for the case. Later on this summary page will provide a list of products associated with this case and some top level information. 

Creating an applicant

Now that you have a blank case to work with, the next thing to do is add your clients to the case as an applicant. Look to the top of the screen and click the Person icon (figure 3)

Figure 3 - Person Icon

Adding information to your applicant

A window now displays containing a number of panels. The first two (Personal Details, Contact Details) can be used to enter contact and personal information for your client. You should enter at least a surname.

Figure 4 - Personal Details and Contact Details Panels

Associated Users

eKeeper CRM allows you to associate a client with a particular user if that user is the clients account manager. You can also associate a particular lead source with the applicant you are creating. Use the Associations panel to select the adviser, administrator and lead source for the applicant you are creating. 

Figure 5 - Associations panel

Employment Details

The employment details panel allows you to specify your clients, employment status, occupation (using the Oregon list), Role and National Insurance number 

Figure 6 - Employment Details Panel

Saving your applicant

At the bottom of the add applicant window (right) is a Save & Close button. The save button is located in the bottom navigation bar (Figure 7)

Figure 7 - Bottom Navigation Bar

Now that you have added and saved your client as an applicant, you will see your applicant has added to your case (right). Your applicant panels appear at the top of your cases (figure 8)

Figure 8 - Example Applicant panel

Adding a product to your case

Now that you have finished creating your new applicant (client) and this has been added to your new case. The next thing to do is add the products you are managing for your client to your case. To do this click the Add Product button (figure 9) which appears at the top of your case (see right)

Figure 9 - Add Product button

You will now see a list of product types and available products to choose from. Simply select the products you wish to add to your case (figure 10) and click the Add Selected Products button, which appears in the bottom navigation bar (figure 11)

Figure 10 - Available products list, two selected

Figure 11 - Add Selected Products button)

The system will now return to the case page (right), which now has a new tab representing the products you have selected (figure 12).

Figure 12 - Product tabs - next to summary and timeline buttons.

Accessing a product associated with a case

Now that you have added a product(s) to your case you can begin to access them and manage them.  Simply click on the product tab to open that product.

Once a product tab has been selected you will find that the case page refreshes revealing the details of the product you have selected (right). 

Here you can begin to fill out information relating to the product, add notes, setup diary reminders, add attachments and much more. 

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