Make sure you have setup a user and introducer to have access to the web portal

Supply the introducer with your URL a username and password and they should be ready to logon

The options to view Actions, Create a New Client or Search can be set for each user and described here

Clicking on the Search button displays the Search screen

Only clients of the introducer are displayed on this list

Introducers can search against client name, client reference, phone number, postcode or account number

Double clicking on an entry in the list displays a client details window

This shows core information about the client and their claims

The claim details of the claim selected at the top are displayed

Outstanding actions can be viewed in the To Do tab

Historical information can be viewed in the History tab

Users with the correct permissions can Add Notes to history

The notes can be viewed instantly in the main Synoptic application