By Miles and 2 others3 authors22 articles
How do I know if a claim is open or closed?
Can I customise the claims list/view columns?
Can I restrict access to certain claim types?
How do I apply/remove a label to a claim?
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 Inspector?
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?