New Dashboard For Our Clients

Video Overview

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.

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.

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.

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.