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How can we improve smartr365?

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4 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.

    9 votes

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    under review  ·  0 comments  ·  Admin →
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  2. Client portal - Post message

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

    21 votes

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    under review  ·  0 comments  ·  Admin →
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  3. 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

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    under review  ·  1 comment  ·  Admin →
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  4. Admin notifcations

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

    17 votes

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    under review  ·  1 comment  ·  Admin →
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