Search Bar - Manager Look-up
Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.
I think we should be able to adjust our settings to see what is most efficient for us.
For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.