Video Overview

https://www.loom.com/share/2f8ea9c3ce4d41fa9be3f34e4e3c5c6c?sid=706e146e-8ebe-4fcc-aae0-5f97b59255f5

Search & Filtering

Effortlessly find what you need with our enhanced tools:

• Specialized Search Fields: Quickly locate cases using case ID, client name, email, address, or external reference numbers.

• Advanced Filtering System: Multi-select filters allow you to refine results based on a wide range of attributes for precise control.

Interface Improvements

Tailor your view for maximum efficiency:

• Column Management:

  • Show or hide columns based on your needs.

  • Customize column order for a personalized layout.

  • Create tab-specific configurations for optimized workflows.

Workflow Enhancements

Streamline case management with intuitive prioritization and previews:

• Case Prioritization:

  • Assign priority levels (High, Medium, Low) to each case.

  • Automatic sorting ensures critical tasks are always at the top.

  • Clear visual indicators for quick identification of priority status.

• Quick Case Preview:

  • Access case details without leaving the main page.

  • Instantly view client contact information, activity logs, and messages.

  • Improved notes functionality allows easy review and direct information copying.

Organisation

Keep your pipeline and workflow organized for better clarity:

• Pipeline Management:

  • Separate cases and leads into distinct categories for better oversight.

  • Access a comprehensive pipeline view for a holistic perspective of your workload.

With these upgrades, Homey.co.uk makes managing your cases and leads simpler, faster, and more intuitive than ever.