Search
- How to display the Client Headers in the Search window
- How to display the Claim Headers in the Search window
- How to expand the information in the Search window
- How to display Returned Claims only in the Search window
- How to Create a New Client
- How to add a File Note for a client across multiple claims
- How to change a Claim Ref.
- How to Enable or Disable the Search button for a User
- How to Delete a Client
- How to Search for Live Cases and/or Leads
- How to look up an address by Postcode from the internet
- How to use the Payments tab
- How do I copy the Questionnaire Answers from one claim to another
- How to Enable/Disable the Questionnaire Copy Function
- How to move an attachment from one claim to another
- How to attach an item from one claim to another claim's email
- How to view the Claim Stage Duration information on a Claim
- Search by Lender
- Search by Second Client Surname