Skip to content

How can we improve Smartr365?

Reporting

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 84 ideas
- General 167 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 21 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 13 ideas

Introducer reports that can generate a PDF report

Ability to create a introducer report in a PDF format, that allows notes to be added to each case line in the report by the advisers with access.

20 votes

Anonymous shared this idea · Feb 9, 2021 · Report… · Admin →

An error occurred while saving the comment

Anonymous commented · February 17, 2021 9:34 AM · Report

needed!

Submitting...