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.
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Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

abi_hortin
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Accepting Feedback
Feature Request
Contacts (Clients / Prospects / Employees / Introducers)
Over 1 year ago

abi_hortin
Get notified by email when there are changes.