Skip to content

How can we improve Smartr365 Tasks?

Tasks

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 91 ideas
- General 182 ideas
- Introducers 6 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 22 ideas
- Reporting 6 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 14 ideas

Search bar in the tasks to find all tasks related to a client

Search bar in the tasks to find all tasks related to a client

5 votes

Larissa Tait shared this idea · Feb 12, 2025 · Report… · Admin →

An error occurred while saving the comment