Linking Customer Centre to Doc Centre | Mercury

Linking Customer Centre to Doc Centre

planned

Jonathan Cornish

Not sure if already covered, but is it worth linking the Customer and Doc centres, so customers have just one portal where they can fill out personal details, complete questionnaires and update supporting docs?

November 18, 2019

Matthew Carpenter

I agree this would make a lot of sense. The whole idea is to make things as simple as possible for clients who are only going through this process once every few years.

Andy Fleming

marked this post as

planned

Hi Jonathan Cornish - thanks for the suggestion. Doc Centre currently has it's own client view, but we're in the process of the linking of the two systems behind the scenes.

On release, Customer Centre is intended to be the customer facing portion of Doc Centre - it's where the customers will be taken to respond to the requests from Doc Centre and provide information. It will also handle things like questionnaires and other requests for information or documentation under the one portal as you've suggested.

Jonathan Cornish

Andy Fleming: awesome Andy - sounds like it will tick a lot of boxes. Can't wait to see the finished result

Andy Fleming

Jonathan Cornish: We're hoping so, and this sort of feedback helps us to make sure we know which boxes need to be ticked! Thanks again :)