Adding more assigned team members

Keep Assigned_adviser for general use, this would be the primary adviser responsible for the client

Add Mortgage_adviser for mortgage specific work (future enhancement: Cases could then potentially be assigned to specific employees in this instance)

Add Wealth_adviser for general pension & investment work

Add Protection_adviser for protection work

Add Secondary_adviser (a supervised junior perhaps?)

Having all of these new assigned employees available in a workflow task creation so that specific tasks can be given to the correct person.

Area of the system
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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Contacts (Clients / Prospects / Employees / Introducers)

Date

Over 1 year ago

Author

abi_hortin

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