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How can we improve the Smartr365 Fact Find?

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3 results found

  1. Make the downloaded fact-find consistent with the live version.

    The downloaded version refers to "Total amount readily accessible savings (after deposit)" the live version simply states Total Savings amount.

    2 votes

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    0 comments  ·  Other  ·  Admin →

  2. Data input in fact find should highlight the missing area to tell you whats missing

    data input

    4 votes

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    0 comments  ·  Other  ·  Admin →
    declined  ·  Thora Kehoe Adviser responded

    Forms have been updated to validate what's required before saving. 

    This idea has been archived due to inactivity.

    Thanks,

    Product Team

  3. Tab and type on drop down boxes

    the drop down boxes need to work with pressing the first letter of the choice you want to make, for instance, IF i am "tab"ing down and i get th property type, by typing "S" the box should show Semi-detached, instead of me clicking on the drop down and then search for semi detatched

    7 votes

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    0 comments  ·  Other  ·  Admin →
    declined  ·  Thora Kehoe Adviser responded

    Thanks for your feedback about Smartr365.

    This is being archived due to inactivity.

    Thanks,

    Product Team

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