4 results found

1. 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 through the Smartr system i.e. solicitors, brokers, sales negotiator.

   Having the ability to pull emails back into Smartr365, or have the replied emails that come from Smartr365 to go back into the system too, like a CC into Smartr365 and also their emails.

   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… more

   143 votes

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   planned  ·  32 comments  ·  Delete…  ·  Admin →
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2. Outlook Calendar integration
   26 votes

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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3. Emails and notes fonts need to be consistent

   All the fonts in the populated email are different which looks very unprofessional. Even when i change the font via selecting all it only changes the text, not the pre populated tokens. We need consistency for these.

   6 votes

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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4. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   4 votes

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   planned  ·  0 comments  ·  Delete…  ·  Admin →
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