You can now easily identify the team member assigned to each case with our new alerts feature. This enhancement ensures that you have clear visibility over case ownership, streamlining your workflow and improving accountability.
- Click ‘Alerts’ under KYC Protect in the left-hand menu
- The second column ‘assigned to’ display the name of the team member currently assigned to the case
- Click the filter icon beside ‘assigned to’ to search for specific team members to identify cases assigned to them.