Agent Advisory Committee

Use thisĀ forum to share your ideas on Benefits Manager. You can also upvote other ideas here that you think are important. The more votes the more influence!

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On Board view, call Draft stage something different for renewals

When viewing renewals in the Board view, the "Draft" category doesn't encompass everything related to renewals... call it something more descriptive like "Draft/Renewal".

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Apr 11 2018
  • Future consideration
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  • Admin
    Mark Yaw commented
    July 11, 2018 23:04

    Thanks for the input. We're pretty excited to implement the Board View for quotes in the near future, but initially we won't be able to evolve it into a fully customizable board (yet). We will keep this idea on our list though so that we can explore it again when we are ready to consider it!


 

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