26 results found
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Two way email integration
Trying to send an email to two clients on a case with different names is slow as you have to search for them both separately on the cases view.
We need to be able to select both clients whilst in the case summary and choose a template or compose a case note if required.
It should be possible to send emails to more than just the clients through the system i.e. solicitors, estate agents and even for admin to email or cc the adviser into an email.
Should have the ability to cc other parties (where relevant) onto email sent…
144 votesWe are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.
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Text or email notifications for New leads or documents up loaded
Having a option within Smartr365 to get a text or email notification to alert the broker or system admin that they should log in as there is a new document or lead.
24 votes -
26 votes
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Select All Option for Bulk email
Select all for mass email/download data
15 votes -
Integration with a text messaging service
Integration with a text messaging service so that I can text my clients.
It would be great to have a text messaging service as emails are not always picked up quick enough, if we could text our clients an update or note instead of just an email that would be beneficial.
32 votes -
Add attachments to application updates
Ability to add attachments to application updates. For example attach invoice to application submitted notification.
28 votes
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