Skip to content

How can we improve Smartr365 notes?

Notes

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

Pin Notes

The option to pin important notes to save information getting lost in the notes section

2 votes

MHC Admin Team shared this idea · Jan 30, 2025 · Report… · Admin →

An error occurred while saving the comment

Kayleigh Windsor commented · January 30, 2025 6:25 AM · Report

This is a great idea and would save time scrolling through notes!

Submitting...