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  1. Is it possible to time stamp the notification bell in top right corner?

    3 votes

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  2. Have a 'N/A' option on the factfind as our network requires all boxes to be completed

    1 vote

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  3. DigIdentity integration should offer the option for the brokerage to pay - The cost is fine, and is currently being deducted from invoice, but this doesn't work for Product Transfers and can't be recorded on KFI.

    1 vote

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    declined  ·  0 comments  ·  Admin →
  4. Cases page includes all cases including Pensions & Investments. This data should not be automatically populated into cases.

    1 vote

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    declined  ·  0 comments  ·  Admin →
  5. The Child Care costs currently sit in 'Credit Commitments'. As they're not a credit commitment they should be a free text box labeled Child Care Costs within the outgoings section of the FF.
    The field shown in credit commitments is Childcare, which is a budgetary tool and isn't binding or legally committed, it may be in addition to or independent of a child maintenance arrangement.

    1 vote

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    declined  ·  0 comments  ·  Admin →
  6. Having the ability to send a notification from the app by tick a box when making a note for a client to see, so the notification can go as a email and include as a notification to the App. I believe this would boost client retention and speed of the journey as most people do not check their emails daily, but they do check their phone.

    1 vote

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    declined  ·  Thora Kehoe Adviser responded

    Thank you for posting your idea to improve Smartr365.

    This idea has been archived as it has not reached the required votes.

  7. Would it be possible in workflow instead of having number of days could we have the due date.

    1 vote

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    declined  ·  Thora Kehoe Adviser responded

    Thank you for posting your idea to improve Smartr365.

    This idea has been archived as it has not reached the required votes

  8. it would be good to get the 2 factor authentication to use the Microsoft Authenticator app (instead of sending a text message or receive a call), as when we travel out of the UK and want to log back into the system to check things, we need to receive text messages abroad and pay roaming charges; thanks for Brexit it's now a cost, not a lot of money but annoying that we need to pay to log into a system to keep an eye on things

    1 vote

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    declined  ·  Thora Kehoe Adviser responded

    Thank you for posting your idea to improve Smartr365.

    This idea has been archived as it has not reached the required votes.

  9. Have the ability to rename the statuses to suit our work practices.

    1 vote

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    declined  ·  Thora Kehoe Adviser responded

    Thank you for posting your idea to improve Smartr365.

    This idea has been archived as it has not reached the required votes

  10. Reduced Fact find for non-regulated mortgages , as we don't need all the extra info . Would be great to have them greyed out or choose what we ask the client so they aren't filling in information we don't need.

    2 votes

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    1 comment  ·  Admin →
  11. Mailchimp templates should be more accessible throughout the platform, instead of only from the Cases page. The option to send an email could be added next to Notes and Tasks, with Mailchimp templates available to send personalised emails to clients easier.

    2 votes

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  12. Notes down load in Excel, Pdf would be better

    2 votes

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  13. 1 vote

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  14. Need to know what changes have been made to a fact find either by the client or the adviser

    2 votes

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  15. Adding a Submission stage in the Kanban

    1 vote

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  16. We need a box for each applicant for Tenants in Common so that we can reflect the individual % ownership. Currently only 1 box opens when selected and this doesn't allow you to enter separate details

    1 vote

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  17. Within the factfind, it doesnt actually show you the total loan amount, you have to go on the summary page to find out what the total loan amount is, or add it up manually

    1 vote

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  18. Bulk update of follow up date on kanban. The ability to change all dates of selected range of cases on kanban, rather than having to do one by one.

    1 vote

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  19. When a new mortgage case is submitted, a new protection case is automatically created

    1 vote

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  20. Ability to sync contact details from Smartr365 to adviser's Microsoft or Apple contacts

    1 vote

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