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

N/A option on factfind

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

1 vote

Admin Team shared this idea · Jul 3, 2024 · Report… · Admin →

declined ·

AdminTest B2B Adviser (Admin, smartr365) responded · Sep 18, 2024

Requirements unclear

An error occurred while saving the comment