Skip to content

← Client Portal

How can we improve the Smartr365 Client Portal?

Client Portal

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 10 ideas
- Document Store 17 ideas
- Emails 20 ideas
- Fact Find 82 ideas
- General 156 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 11 ideas
- Notifications 7 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Some clients cant find Documents

Is it possible to highlight CURRENT applications so that when clients are looking for documents I have uploaded, they go to the right folder

6 votes

Robin Matthews shared this idea · Jun 12, 2024 · Report… · Admin →

An error occurred while saving the comment