250 results found
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'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 -
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 -
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 -
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 -
Valuation Date Field
Field required to capture the valuation date
1 vote -
Filter notes
Ability to filter through notes
1 vote -
Adviser/Introducer
Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.
I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.
1 vote -
Select all buttons
Can we have some select all buttons please. It would be really useful on the document store to be able to press select all and on the notifications screen to be able to mark all as read
1 vote -
Stop automated cases opening up after completion
As you know when you complete a case, an automatic re-mortgage case is opened for future use.
We feel that this is causing confusion on our clients files as the re-mortgage for this case could be somewhere between 2-5 years. During that time, we could do a number of different transactions for clients (2nd purchase, BTL, etc) and again this causes confusion as to which case to open or which ones are completed as it is not always clear.
We wonder if this case automation could be switched off so that the advisors can open up a new case if…1 vote -
Fact Find Format and Custom
The format in the Fact Find for Addtional info when downloaded to a PDF is all close together. Make the Fact Find more customisable.
1 vote -
Be able to see who has removed tasks on smartr
Be able to review who has created a task, who has removed a task and who has viewed a task
1 vote -
Remortgage Date
The date created should be 6 months before the remortgage due date for the new opportunity (case should be visible on the date it is created, i.e 6 months prior to the remortgage due date). As current created date is when the completed case was completed.
1 vote -
Home Insurance Should Not be Under Protection Heading
Home Insurance comes under the protection heading when adding a new client which is mis leading to clients as it's not Protection, it's GI and in a long way round affects how I pitch my clients.
1 vote -
More Information Should be Included on Workflow Tickets
Workflow tickets should include additional information to help identify correct case.
1 vote -
Data Import Should Not Affect Number of New Leads in Reports
Stats-wise it would be nice to know that this high 'New Lead' figure was as a result of an import.
1 vote -
Improve Error Message
When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.
1 vote
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