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How can we improve the Smartr365 Client Portal?

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23 results found

  1. Remove need to add an email address for second client

    When a new lead comes in, you won't get the emails of both clients. I understand it's needed for a portal log in but most applicants share one log in and complete the FF together.

    Currently we have to add a fake email to add the second client and then the fact find won't let them update it themselves.

    29 votes

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    under review  ·  2 comments  ·  Admin →
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  2. Client portal notifications

    Clients to be notified e.g documents

    45 votes

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    planned  ·  1 comment  ·  Admin →
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  3. Give clients the ability to add a second applicant themselfs on the client portal

    Give clients the ability to add a second applicant themselfs on the client portal

    61 votes

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    planned  ·  1 comment  ·  Admin →
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