All ideas

When the One Time EFT Payment auto-populates with banking information already on the file, it does not auto-populate the account type, just the account and routing number - the account type should auto-feed as well.

Case notes – want ‘Notes’ field to wrap versus having to hover over to see text. They way it functions now it’s very hard to read through several case notes. ‘Contact Petrea/Noah for questions’

When a case party matches we need to change the requirement "related to" field to Case instead of Party. However, at this time we can only waive the requirement and re-add the requirement. We should be able to just edit the related field to the ex...

When updating a suspense entry as bad premium (ex: applied in error, need to reverse the money off the case) - a user has to open the suspense entry and check mark both the 'cleared' and 'bad premium' boxes. Users miss one of these sometimes - and...

We need access to the 'Replacement - Update' QT in all statuses. Had recent example where case was declined but we had not yet processed replaced. We would still be obligated in this scenario to process replacement, it had to be done manually.

We need access to the 'Case Manager - Update' and 'Underwriter - Update' QT's in all statuses. Right now we lose those QT's when case is moved to a final action status - but we sometimes need to update the team after case is put in a final action ...

When there is an original case and an Additional Case set up later, the Original case requirements are typical added by a CM or the System as Party which then shows on the Additional App Requirements as well. If we could make updates to the Relate...

Is there a way to have it list if it is a Term or IUL on the task tab like we do in CV or will we always have to go into the policy to see if it is Term or IUL