Rajesh
This user was created automatically by the IdeaPush plugin.
- 7Declarations FeatureWe need a mechanism in SIBRO for managing Declarations. 1) At Settings > Policies, after Installment Payout, hava a new master item Declarations. 2) Declarations Master will be similar to Mem... Read more...
- 8Dispositions for Claim Follow Up NotesPROBLEM: Along with follow up, we should be able to track what is the disposition of each claim - in detail; for example: at Claim Intimated stage, is the "Surveyor Appointed", has "Surveyor Visited",... Read more...
- 9Claim Follow Up in Click & Expand1) Introduce Employee Name & Next follow up date in all places where there is follow up. i.e. at (1) Claim processing awaited, and (2) Query Response Awaited. 2) Then, implement the follow up m... Read more...
- 10Show CRM in all places where Business Owner is available1) Move ability to ON/OFF CRM feature (sibro_feature 20) from backend to front end (via Organization Master). 2) Currently, if CRM feature is ON, then in all places where Business Owner is listed, ... Read more...
- 1Status required in Custom Fields MasterIntroduce a STATUS column in All 3 Custom Fields Masters, so we can see if they are Active or Not Active in a single go
- 1Remove Disable from Client MasterRemove Disable from Client Master if the Client already has some transactions.
