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How can we improve smartr365?

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7 results found

  1. Task Notifications

    Notification when a task is set for someone, via email or a red dot new to the task, to bring it to the advisers attention.

    10 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  2. enquiries@riachfinancial.co.uk

    Notifications

    The Bell at the top right of the portal need a select all

    When you have to separate client’s husband and wife I often get about 10 notifications that I have to manually open to close them off and if I have 3 sets of couples overnight this becomes a big task

    A select all button with the option to tick read for all would solve this

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  3. Client portal - Post message

    Advisor would like clients to be able to post a message through the Client Portal.

    21 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  4. New Leads From QR Codes need to have a notification

    When someone scans the QR codes and they fill in the 6 questions to be submitted to the advisor to qualify the client before they are added into the Kanban. There is no notification to let the advisor know. Needs to be an email or wee red dot next to leads when there is a new lead in Smartr365.

    55 votes
    started  ·  7 comments  ·  Admin →
    How important is this to you?

  5. Notification for Case Transfers

    When a case is Transferred or Referred to another adviser they don't receive a notification and have to check Case Transfers. Could a notification be triggered for the new adviser to accept or, better still, an e-mail?

    13 votes
    under review  ·  1 comment  ·  Admin →
    How important is this to you?

  6. Clear all notifications

    Button to clear all notifications

    40 votes
    7 comments  ·  Admin →
    How important is this to you?

  7. Admin notifcations

    When a client uploads documents etc a notificaiton should be sent to the admin as well.

    17 votes
    under review  ·  1 comment  ·  Admin →
    How important is this to you?
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