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25 results found

  1. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    James Foster supported this idea  · 

  2. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    James Foster supported this idea  · 

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    James Foster supported this idea  · 

  4. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    James Foster supported this idea  · 

  5. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Admin →
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    James Foster supported this idea  · 
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