Voters 3
3
Insurance SOA Improvements
- Planned
 |
Ben Krebs |
Improvements to the SOA editor to make managing this process easier for new and existing clients;
Improvements to the editor to allow better manipulation of the SOA.
Consistent, clearer and editable page breaks
Consistency between template editor and available features in the SOA editor.
Ensuring the SOA editor is more flexible for our users.
If you have any suggestions to improve the SOA editor please leave a comment on this card!
If you have any suggestions to improve the editor please leave a comment on this card for consideration.
Activity Newest / Oldest
Anna O'Connor
Please can we automatically include the client goals in the SOA per the client interview
Kayne Henderson
Are we able to get some visibility on what these changes might look like before they are implemented?
Ben Krebs
Status changed to: Planned
Ben Krebs
Status changed to: Under review