342 results found
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Fact Find Download in Word Format
Fact Find Download Format: Can there be the option to download as an editable Word document? For those clients who prefer not to work via Smartr.
1 vote -
Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
priorities tasks
Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.
1 vote -
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 -
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 -
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 -
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
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