What's New in 2014.03.19.53
New Features
1: There are now Claim Type Options available.
--- a) How to Make Claim Type Options Visible - Click here for instruction.
--- b) How to Configure Claim Type Options - Click here for instruction.
2: There is a New Live and Leads Search.
--- a) How to Enable Live and Leads Search. Click here for instruction.
--- b) How to Search for Live Cases and/or Leads. Click here for instruction.
--- c) How to Create an Action to change a Lead to a Live Client. Click here for instruction.
--- d) How to Import Phone numbers as Leads. Click here for Instruction.
3: There is a new facility to add all the banks from all the Client's claims onto 1 letter. Click here for instruction.
4: The Action Library can now be set to run Actions and/or Documents on a particular Claim Type only.
--- a) Click here to see how to set a Group for a specific Claim type only.
--- b) Click here to see how to set an Action for a specific Claim type only.
--- c) Click here to see how to create an Action that only runs Linked Actions.
5: There is a new facility to Export Claim Attachments. Click here for instruction.
6: There are now 3 configurable labels in the Claim Screen. Click here for instruction.
7: You can now change a User's Permission to View or Hide Claim Amounts and Solicitors sections in a Claim. Click here for instruction.
8: You can now change a User's Permission to View or Hide Introducer Details in a Claim. Click here for instruction.
9: A Search facility has now been added to the Banks List. Click here for instruction.
10: There is a new settings that allows all claims to automatically be assigned to the Current User, Click here for instruction.
11: A User can now be blocked from editing a Claim Status. Click here for instruction.
12: The number of allowed Claim buttons has been increased from 60 to 80.
Defects Fixed
1: The error whereby the Action was selected before the Claim Details were completed has now been fixed.
2: The error where all Claims were shown in the Claim List instead of just the Active Claims has now been fixed.
3: The error where by the New Claim button is disabled when there is only 1 Introducer, even though the introducer was selected,
--- has now been fixed.
4: The error caused when creating a New Claim immediately after Deleting a Claim has been fixed.#
5: The problem created when copying Actions from 1 Claim Type to Another Claim Type has been fixed.
0 Comments
Add your comment