Claims
By Miles and 2 others3 authors26 articles
- Can I customise the claims list/view columns?
- How do I know if a claim is open or closed?
- How do I apply/remove a label to a claim?
- Can I restrict access to certain claim types?
- What is a claim type?
- What is an incident type?
- What is a damage type?
- How do I change the claim type?
- How do I add a note to a claim?
- How do I assign a claim to a member of my team?
- How do I appoint a supplier to a claim?
- How do I remove an appointed supplier from a claim?
- How do I close a claim?
- How do I link a broker to a claim?
- How do I link an insurer to a claim?
- How do I reopen a claim?
- Can I hide the Claim Info Sidebar?
- Can I edit the claim type once a claim is created?
- How do I duplicate a claim?
- Will "New Claim" and "Claim Assignment" notifications be sent for duplicated claims?
- Can I store bank/payment details for claimants?
- How do I delete a claim?
- Can I Change the "Date Closed" of a Claim
- How do I share one or more claims?
- Can I filter claims by multiple clients?
- How do I group/link multiple related claims together?