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Admin – Drop Down Lists
- How to Add to, Change or Delete a Sales Location to/from the drop down list
- How to Add to, Change or Delete a Sales Advisors to/from the drop down list
- How to Add, Change or Delete a solicitor to/from the drop down list
- How to Add to, Change or Delete a status to/from the drop down list
- How to Add, Change or Delete Claim Potential List to/from the drop down list
- How to Add, Change or Delete an Origin to/from the drop down list
- How to Add, Change or Delete Primary Sources to/from the drop down list
- How to Add, Change or Delete a Secondary Source to/from a Primary Source
- How to Add, Change or Delete Sub Claims Statuses to/from the drop down list
- How to Add, Change or Delete Status Groups to/from the drop down list
- How to Add, Change or Delete Client Profile Categories to/from the drop down list
- How to Add, Change or Delete Bank Categories to/from the drop down list
- How to make a Status Bullet Proof
- How to Authorise/Deauthorise the use of the Claim Potential List
- How to enable/disable the use of the Bank Categories drop down list
- How to Create Claim Colours associated with different Claim Statuses
- How to Set Up a Claim Duration Stage
- How to make visible Claim Statuses in the claim form depend on the current Status