139 results found
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Task View (NPW)
When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.
1 vote -
Solicitor Reference
Can we add an area within the solicitor details for a reference number?
1 vote -
ADD button that allows notes for customer to be viewed in any linked cases
NOTES- CREATE a tab that allows users to view all case notes for the customer rather than specific to case ID
Example- keyed notes when doing mtg fact find for cstmr re her sick pay arrangements, now in protection I need to see these notes and it would be ideal to simply be able to click " SEE ALL NOTES" for relevance
1 vote -
Will Referral
Add the facility to log Will Referals to the system and chase through
1 vote -
Training session length should be longer
for new advisor training - first 4 sessions should be 1 hour longer than 30 mins.. it was like roller coaster for the advisors- couldn't get it at all.
1 vote -
Business Bank Statements Option
Business Bank Statements as a drop-down option in the financial documents section
1 vote -
American formatting used for dates, used rather than Uk date
I have noticed that when I type the date, it is coming through in the American format. Eg. 08/06/23 is pulling through as Sun, 6 August 2023. Is there any way to change this please as its very confusing as we are not in America and do not format dates like this.
16 votes -
LESS CLICKS AND SCROLLING
Can you design this better so there are less clicks and scrolling up and down to find and input information for a better user experience.
It was also make it a lot easier to find information.
My actual wrist is aching from continuous clicking and scrolling!!1 vote -
'next' button to increase date entry flow.
It would be helpful to have a 'next' button for the fact find etc. This would mean that the data entry flows and sections are less likey to be missed in error.
1 vote -
Personation of workflow
To be able to pick which columns are used and visible on the workflow and even 'nickname' them.
1 vote -
CREATE TOGGLE BUTTON so document order can read as you intended when uploading
Create a TOGGLE BUTTON
I really detest my documents appearing in a non consequential running order
For example I have added bank statements that I filed Feb, March April but now the order of sequence reads Feb, April, March
A toggle button would allow us to correct if we so chose which would always be my preference
1 vote -
Protection - Smoker categories
In the protection section where it asks for smoker or non smoker, I would like to see more detailed questions, like - non smoker never smoked, non smoker date quit. This would be useful when approaching protection companies.
1 vote -
Search Facility to see Fact Finds Sent
a search facility linked to things that we will always do e.g. “fact find requested”.
If I could search through my client for those who I have requested to complete a fact find, it would be very helpful, and allow me to chase my hottest potential clients.
Then, when they submit the fact find, you could also have it so you could search for “completed fact finds”Mainly for me it would be lovely to be able to pull up all of my clients who I have requested to fill in a fact find. I do this action with all…
1 vote -
SRT Tokens for new builder
SRT builder should include 'tokens' for Age, Occupation and Salary.
1 vote -
Self Employed income to put through to Sourcing tools
Self Employed income to put through to Sourcing tools, as of right now I have to rekey into 27 Tec , even when put into Smartr365 Fact find
1 vote -
PS - Advice details: Impersonation check details completed - character limit must be longer
PS - Advice details: Impersonation check details completed *
This section is a problem.
I just used the words ‘existing clients’ and this is ok – but anything further. No go.
1 vote -
Drop down menu
Would it be possible for the B&C insurance drop down to show which property the file belongs to?
I have a landlord with multiple properties that I have arranged policies for & it would be much easier if I could identify each from the drop down.
I would say I expect the same for any protection written would be useful.1 vote -
Add 'No Contact' to reasons for not proceeding
for not proceeding case, it would be useful to have 'NO CONTACT' within the drop down box for 'select a reason'. I have to close leads down where i can no longer get hold of a client and the other options do not really cover this point.
1 vote -
Current Residential Address Error
When ticking the current address box to update the current address to a new residential mortgage. It doesn't save the changes and still keeps the old address.
1 vote -
Tutorials need to 100% completed for future users.
The system tutorial is incomplete, for example when going through on the interlife advisor portal, the workflow navigation didnt provide any instruction but indicates that i have completed the walkthrough.
1 vote
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