All ideas

There needs to be a way to update all image on a case number to a different number - in one action - versus needing to open and edit each docment individually. This process is SO inefficient and time-consuing. And until we can change plans from IU...

Curernt, when a case is updated to or coded at EFT, it defaults to being set to draft the initial premium. this casues so many drafting issues where we are drafting when we should not be. the default should not be that it set to draft, it should b...

We need a way to know when the one-time eft payment QT has been submited and full details - I know this is already on a 'list' somewhere - but an idea would be to have an auto-case note add whenever this QT is submitted, it could contain the perti...

Testing for Janelle

Currently the 'Initial Case Review' task is set to re-generate if a case ever has the Case Mangaer removed, and then re-added. We do not want that, there is no scenario where we would want the 'Initial Case Review' to generate again.

Need the 'group queue' column added to the Tasks view. We need this so it doesn't look like a task has no owner for tasks that go to group queues. We have multiple tasks that are assigned to group queues (ex: Process replacement, APS requests).

Add replacement and 1035 indicator to Case Summary screen for easy access. ‘Contact Petrea/Noah for questions’

Delivery Instructions tab – include the agent’s email address under the eDelivery section (like it does in Legacy). ‘Contact Petrea/Noah for questions’

Summary tab should show riders – too many clicks/different places to see all the things that you need to see on a case. ‘Contact Petrea/Noah for questions’

Agent card on left side. ‘Contact Petrea/Noah for questions’ Add Up-line details Add contact info (phone & email address)