Tell Stratus how they could make their products more useful to you.
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.
quicker access
request access to info by clicking relevant text instead of buttons, ie, links are quicker than buttons
Would like module for organizing conferences
Need a good way to source and set up meetings ahead of conferences and track progress/results.
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.
!Need conflict check functionality!
Need to check for actual and business conflicts especially when working for Insureds/Public Adjusters.
is there a way to forward calendar invites to start an event
is there a way to forward calendar invites to start an event
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.
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
Group Email Compiler
For tagging entire staff numbers from a particular firm - for mailouts or emails
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?
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
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.