Total Cases
41
All active cases
Due Today
0
Chases due now
At Risk
0
Within 30 days
Emails Pending
4
Ready to review
Case Tracker
| Ref | Client | Property | Type | Adviser | Solicitor | Next Contact | Offer Expiry | ERC End | Actions |
|---|
User Management
Role Descriptions:
Admin: Full access, manages users and settings
Case Manager: Manages cases, reviews and sends emails
Adviser: Views own cases only (filtered by adviser code)
Viewer: Read-only access
Admin: Full access, manages users and settings
Case Manager: Manages cases, reviews and sends emails
Adviser: Views own cases only (filtered by adviser code)
Viewer: Read-only access
| Name | Role | Adviser Code | Status | Actions |
|---|