How do I see a member's calls next to their policies?
Ticketclosed
Kelbrook Mutual Insurance · How do I see a member's calls next to their policies?
Rebecca Ainsworth asked how to see calls beside policies and claims in one saved view for the renewal team. Bethan Lister gave the dashboards builder steps, and the ticket closed on 9 Jun 2024.
What happened
What this says
As at Fri 9 Oct 2026Rebecca Ainsworth asked how to see calls beside policies and claims in one saved view for the renewal team. Bethan Lister gave the dashboards builder steps, and the ticket closed on 9 Jun 2024.
Problem: The relationship managers wanted calls, policies and claims together on one screen, saved for the renewal team.
Handling: Bethan replied on 31 May 2024 with steps to build a shared saved view in the dashboards builder. Rebecca confirmed the calls now showed.
Watch: Claims were blank for two members, and the record does not show that this was resolved before the ticket closed on 9 Jun 2024.
Details
Updated 9 Oct 26Trail
created · Rebecca Ainsworth 30 May 2024 13:00Hello, I'd like to check the right way to see a member's recent calls alongside their policies and claims on one screen. At the moment our relationship managers open the calls view, then go back to the policy record, which is slow and easy to miss something. Is there a view that puts everything together, and can we save it so the renewal team can open it for every renewal? Let's not make them tell us twice. A quick call would be fine if that's easier. Kind regards, Rebecca- Public reply · Bethan Lister 31 May 2024 00:56Hi Rebecca, thanks for this, I've picked this up. Just so I've got this right, you want calls, policies and claims together in one place, and saved for the renewal team? The member profile is the place to start. The dashboards builder is included on your plan, so a saved view is the next step. I'll write out the steps. Thanks, Bethan
- Public reply · Bethan Lister 31 May 2024 10:16Hi Rebecca. Here's how to build the saved view. First, open the dashboards builder. Second, add a table and choose members as the source. Third, add the calls, policies and claims as columns. Last, save it as a shared view for the renewal team. Can you try that and tell me what you see? Thanks, Bethan
- Public reply · Rebecca Ainsworth 31 May 2024 16:21The calls now show in the saved view, which is a big help. The claims column is blank for two of our members, though. Is that the whole picture, or have I missed a setting? Kind regards, Rebecca
- Status change · 9 Jun 2024 23:59