Skip to content

If you cannot find a suitable forum then please post your feedback here

General

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 15 ideas
- Client Portal 21 ideas
- Dashboard 11 ideas
- Document Store 19 ideas
- Emails 26 ideas
- Fact Find 98 ideas
- General 212 ideas
- Introducers 6 ideas
- Lender Integration 2 ideas
- Notes 12 ideas
- Notifications 8 ideas
- Protection 22 ideas
- Reporting 6 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 14 ideas

Ad hoc rename of statuses

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

1 vote

Lisa Harrison shared this idea · Feb 13, 2023 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Oct 13, 2023

Thank you for posting your idea to improve Smartr365.

This idea has been archived as it has not reached the required votes

An error occurred while saving the comment