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Task tab needs to display completion date

When viewing list of tasks under 'Tasks' tab, there should be a column that lists the date the task was completed.
Petrea Loeschke about 1 year ago in  1

application card

Application card on left side updates. ‘Contact Petrea/Noah for questions’ Display PI’s actual and insurance age here Display application signed date here Display approval class Display riders
Tricia Jones about 1 year ago in  1

plan update QT

Plan Update QT – rate classes are not in order of best to worst – should be. ‘Contact Petrea/Noah for questions’.
Tricia Jones about 1 year ago in  1

FAST homepage

Request to have recent cases viewed not stay on homepage. ‘Contact Petrea/Noah for questions’
Tricia Jones about 1 year ago in  1

Close out date on 'send email'

Have close out date on auto email sent from ‘Send Email’ QT. ‘Contact Petrea/Noah for questions’
Tricia Jones about 1 year ago in  1

Notes need to be expanded to see entire note without having to open it

This would make FAST more user friendly and allow us to help agents and process effectively and efficiently
Shania Bye about 1 year ago in  1

We need all case details on main page in one spot (pol dates, status, client demographics)

Having the policy anniversary, app date, approval date, close out date, etc will allow us to work quickly and effectively and improve our experience and agent experience when they call in. User friendly is needed and not happening right now. Proce...
Shania Bye about 1 year ago in  1

Review payor address mapping

We found a new situation on case 1508187070. The insured and payor are the same person. They listed a different billing address then their home address. FAST mapped the home address for the payor instead of the addressed listed as the billing addr...
Kami Deppe 7 months ago in  0

task for check under submit

We need a task to generate when a check is indexed under submit. This is to works towards when we can eventually not do an app assessment.
Petrea Loeschke 7 months ago in  0

save age check box

Since we have confirmed that the 'save age' check box on the 'Primary Insured - Update' QT has no functionality, we woud like it removed/hidden.
Petrea Loeschke 7 months ago in  0