Claims and returns
In progress
In short
Section titled “In short”Claims have their own menu group in the Operations section, with two items: Overview (day-to-day work on cases) and Settings. The module is still changing — a detailed guide will be added once it is verified against the running app.
What it does
Section titled “What it does”Where to find it in the app: Operations → Claims → Overview
| Menu item | Tabs |
|---|---|
| Overview | Cases · Statistics · E-mail statistics |
| Settings | Settings · Processes · Templates · Delivery · Widget |
Everyone with access to Claims sees the Overview; Settings are for the administrator.
E-mail and document templates are ready in all 11 languages of the app. An app update never changes a template you edited. A template you never edited receives the corrected default wording with the update.
Change proposals awaiting approval. When an AI assistant connected over MCP proposes a change to processes, statuses, tags or template texts, the proposal appears in Settings above the tabs, comparing now and after approval. The settings do not change until an administrator approves it with Approve and write; it is written in full or not at all. If someone changed the same value in the meantime, nothing is written and a new proposal is needed. Reject discards the proposal. An unapproved proposal expires after 72 hours.
- Tracks claims and returns from intake to closure.
- Can issue a document for a resolved case.
- Has its own e-mail templates and ready-made automations. E-mail and document templates are ready in all 11 languages of the app and can be edited per language.
- Confirms receipt of a withdrawal from the contract to the customer automatically, with the date and time of receipt, as the law requires.
How to set it up
Section titled “How to set it up”Step-by-step instructions are being written. For now this page states where the feature lives in the app and what it covers.