TrigoldCrystal CRM: Case Management and Tracking PDF Print E-mail

Single screen to manage cases across network, company or user

The Case Management module provides the User with the ability to manage all their cases which are currently in progress. This means any case which has been created through to applications completed or cancelled will be displayed.




Dragging a column header into the top row will group the view by the relevant heading, this can be done using the hierarchy control and for example group all cases where no protection or insurance has been sold.




This example is grouped on status:
Case action menu



Case Management Flexibility:
The flexible way that the Case Management has been designed enables the User to:
  • Perform basic or advance searches across all the cases in progress, or close the search fields to view more results.

  • Group, order or flip the columns of the search results by dragging and dropping column headers, e.g. Group by Compliance status, or Case status:

  • View the case contact information or right click to display the context menu drop down

  • Select any of the icons to access the relevant area of the sales process for all displayed cases, e.g. IDD, FF, Illustrations etc…
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