How do I set up a single view of a member for renewals?
Ticketclosed
Kelbrook Mutual Insurance · How do I set up a single view of a member for renewals?
Rebecca Ainsworth asked how to see policies, claims and calls on one screen. Olivia Grant showed the setup, but call history and claims rights still needed switching on.
What happened
What this says
As at Fri 9 Oct 2026Rebecca Ainsworth asked how to see policies, claims and calls on one screen. Olivia Grant showed the setup, but call history and claims rights still needed switching on.
Problem: Rebecca Ainsworth wanted renewal managers to see policies, claims and recent calls together, and could not find the setup.
Handling: Olivia Grant said this was possible with existing pages and promised to switch on call history for the team and add claims rights for one colleague. The ticket was closed on 16 Mar 2026.
Watch: The evidence does not show whether the calls now appear next to the policies.
Details
Updated 9 Oct 26Trail
created · Rebecca Ainsworth 2 Mar 2026 16:00Hello, hope you're well. We're getting close to renewal season and I'd like the relationship managers to walk into each member's renewal with their policies, claims and recent calls on one screen. I think it's possible with the pages we already have, but I can't find where to set it up or which page to start from. Could you point me in the right direction? No rush at all, it's a nice to have before the team starts. Kind regards, Rebecca- Public reply · Olivia Grant 2 Mar 2026 18:52Hello Rebecca, thanks for getting in touch. Yes, this is possible with the pages you already have, and it's a common setup for renewals. The quickest route is to start from a member's record, open the page that shows their policies, and bring the calls and claims into the same view. Which page is your team using at the moment? If you tell me that, I can send exact steps for your set up. I'll also check whether your team have the rights to see the claims side, as that sometimes trips people up. Thanks, Olivia
- Public reply · Rebecca Ainsworth 4 Mar 2026 10:40Hi Olivia, I've had a go with the member record page and I can see the policies, but the calls are on a different screen, so my team keep going back and forth. Is that the whole picture, or have I missed a setting? Also, one of my colleagues can't see claims at all, which might be the thing you mentioned. Kind regards, Rebecca
- Public reply · Olivia Grant 4 Mar 2026 13:45Hi Rebecca, that's the right page, and you've missed one setting. The calls appear on the member view once call history is switched on for that team, and I've asked for that to be checked on your account. The colleague who can't see claims needs the claims rights added to their role, which is a quick change on our side. I've made a note of the name and will follow up once it's done. Let me know when the calls show up next to the policies and we can close this off. Thanks, Olivia
- Status change · 16 Mar 2026 23:59