Client - Insurance-related information field & free form

Please add the following information:

  • Insurance company name

  • Contact person at the insurance company

  • Case manager

  • Claim ID number

  • FreeForm

This will help streamline our workflow for clients whose projects are paid through insurance, especially auto claims.

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Upvoters
Status

Completed

Board

πŸ’‘ Feature Request

Tags

Clients

Date

9 months ago

Author

Francois Jullien

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