How to Link an Existing Client When Creating a New Case
Overview
When creating a new case in Smartr365, you can search for and select an existing client rather than entering their details from scratch. This saves time and keeps your client records consistent.
Step-by-Step Guide
Click the + New Case button from the Cases page or Dashboard.
Select the case type (Mortgage or Protection).
On the Applicant step, use the client search dropdown to find an existing client.
Start typing the client's name or email. The system will search your existing clients and display matches.
Select the correct client from the dropdown list. Their details will be automatically populated.
If this is a joint application, you can repeat the process for the second applicant.
Continue through the remaining steps to complete the case creation.
Tips & Best Practices
Linking to an existing client avoids creating duplicate records in the system.
If you cannot find the client, they may be assigned to a different adviser. Check with your manager.
You can also enter new client details if the person is not yet in the system.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.