The Contact framework screen enables the User to easily find and manage all their contacts, whether they are clients, solicitors, introducers, estate agents, companies etc. Powerful search criteria are provided which in turn can be filtered and then displayed how the User wants to see their results. With the updated grid functionality users can now also create new tabs and save their own views of the contact database, for example All My Gold Clients, New Leads, Solicitors etc… The Case Management module provides the User with the ability to manage all their cases which are currently in progress. This means any case which has been created through to applications completed or cancelled will be displayed. Columns provide clear indication of the progress of the case and also demonstrate which product areas have been sold to the client. This provides great power to the users to focus on cross selling either as an individual or across a firm whether other users or departments may push certain products.
The Contact framework screen enables the User to easily find and manage all their contacts, whether they are clients, solicitors, introducers, estate agents, companies etc. Powerful search criteria are provided which in turn can be filtered and then displayed how the User wants to see their results. With the updated grid functionality users can now also create new tabs and save their own views of the contact database, for example All My Gold Clients, New Leads, Solicitors etc… The Case Management module provides the User with the ability to manage all their cases which are currently in progress. This means any case which has been created through to applications completed or cancelled will be displayed. Columns provide clear indication of the progress of the case and also demonstrate which product areas have been sold to the client. This provides great power to the users to focus on cross selling either as an individual or across a firm whether other users or departments may push certain products.
momentum-functional-overview.docx