It would be good to be able to place a 'Post it note' or priority message on both systems when a client has made an important request (eg, please do not discuss my claim/sensitive information with my employer/broker/family) It would be really useful to have this type of message which is immediately visible at policy or claim level.
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It seems that you may have accidentally entered this idea in the wrong ideas portal. This is the portal for Aha! (vs. GoTrex/Webagent).