Name Search
A name search (Company and Individual) would be great and would save a ton of time. As it currently stands, all of the data must be input for an event or individual before the app prompts that a duplication has been made.
User about 2 months ago
Omni
Name Search
A name search (Company and Individual) would be great and would save a ton of time. As it currently stands, all of the data must be input for an event or individual before the app prompts that a duplication has been made.
User about 2 months ago
Omni
Would like module for organizing conferences
Need a good way to source and set up meetings ahead of conferences and track progress/results.
User about 2 months ago
Omni
Would like module for organizing conferences
Need a good way to source and set up meetings ahead of conferences and track progress/results.
User about 2 months ago
Omni
Additional Project Info
Add: Claim#, Policy #, Carriers and % of exposure, Date of Loss, Estimated Loss ($), Stratus Budget, Type of loss/peril, special billing requirements, Stratus Employees working on project.
User about 2 months ago
Omni
Additional Project Info
Add: Claim#, Policy #, Carriers and % of exposure, Date of Loss, Estimated Loss ($), Stratus Budget, Type of loss/peril, special billing requirements, Stratus Employees working on project.
User about 2 months ago
Omni
!Need conflict check functionality!
Need to check for actual and business conflicts especially when working for Insureds/Public Adjusters.
User about 2 months ago
Omni
!Need conflict check functionality!
Need to check for actual and business conflicts especially when working for Insureds/Public Adjusters.
User about 2 months ago
Omni
request for relationship diagrams
request for function to visually map, contacts, firms, projects. Adjusters often have set project teams and being able to see those patterns would be very useful.
User about 2 months ago
Omni
request for relationship diagrams
request for function to visually map, contacts, firms, projects. Adjusters often have set project teams and being able to see those patterns would be very useful.
User about 2 months ago
Omni
Add history function
Would like to keep track of companies that clients move through, also would like to be able to tag other contacts to a client to link relationships
User about 2 months ago
Omni
Add history function
Would like to keep track of companies that clients move through, also would like to be able to tag other contacts to a client to link relationships
User about 2 months ago
Omni
add members
can’t add members unless they are associated with Omni. for example, i tried adding Steve Lumpp to a project activity, and his name does not appear. so i assume only those in the Omni System show up?
User about 2 months ago
Omni
add members
can’t add members unless they are associated with Omni. for example, i tried adding Steve Lumpp to a project activity, and his name does not appear. so i assume only those in the Omni System show up?
User about 2 months ago
Omni
Add Project/Activity from FIrm
Could we add a project, and/or activity while viewing the firm? SImilar to how the Associated Contact has a “new” button
User about 2 months ago
Omni
Add Project/Activity from FIrm
Could we add a project, and/or activity while viewing the firm? SImilar to how the Associated Contact has a “new” button
User about 2 months ago
Omni
Owner Filter
would be nice if there was a “owner” or “main contact” for clients, contact, and projects. that way we could filter by that, and see who “owns” a task.
User about 2 months ago
Omni
Owner Filter
would be nice if there was a “owner” or “main contact” for clients, contact, and projects. that way we could filter by that, and see who “owns” a task.
User about 2 months ago
Omni
