Feature request: helpline calls on the member renewal view
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Kelbrook Mutual Insurance · Feature request: helpline calls on the member renewal view
Feature request for helpline calls on the member renewal view, logged in Feb 2024. No delivery date given; search by member record offered as workaround.
What happened
What this says
As at Fri 9 Oct 2026Feature request for helpline calls on the member renewal view, logged in Feb 2024. No delivery date given; search by member record offered as workaround.
Request: Rebecca Ainsworth asked for helpline calls to appear on the member view in date order, so renewals start from the whole picture.
Handling: Callie Brennan logged it as a feature request, gave no delivery date, and suggested a saved member search as a workaround. She asked for a rough figure on how often managers check calls during renewals.
Watch: The evidence does not show whether the product team decided on the request or whether the usage figure was sent.
Details
Updated 9 Oct 26Trail
created · Rebecca Ainsworth 1 Feb 2024 15:42Hi team, Before the schools renewals go live in the new view, I wanted to raise something. When a relationship manager opens a member's renewal, the policy and the claims come up together, but the helpline calls sit on a separate screen. Our managers then have to search for call history themselves, and that is exactly the step we brought B-Viz in to remove. Could the calls appear on the same member view, in date order, so the renewal starts from the whole picture? I think it would save a lot of back and forth. Kind regards, Rebecca- Public reply · Callie Brennan 1 Feb 2024 18:36Hi Rebecca, Thanks for this, and it is a clear use case. Here is where it stands: - I have logged it as a feature request, with the renewal view as the reason. - I cannot give you a delivery date and I won't guess at one. I will tell you what the product team decides as soon as I hear. - For now, the search by member record is the right workaround. If your managers save that search, they will only need the one step. What would help the case is a rough sense of how often managers check calls during a renewal. Send it over when you can. Thanks, Callie
- Status change · 10 Feb 2024 23:59