Settings and activity

117 results found

1. Medical Questionaire

   7 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole commented  ·  Oct 2, 2025  ·  Edit…  ·  Delete…

   Acre now also has one of these

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   Frankie Cole commented  ·  Apr 11, 2024  ·  Edit…  ·  Delete…

   Full Medical Questionaire in Protection Fact Find (Keychain) do this

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   Frankie Cole supported this idea  ·  Apr 11, 2024
   Frankie Cole shared this idea  ·  Dec 23, 2023

2. Task without having a live case on file

   23 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

3. Be able to set a task as urgent , to take priority over other task assigned to that day

   3 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

4. birthday

   12 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

5. include solicitor details on summary page

   10 votes

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   1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

6. Full Protection Fact Find

   1 vote

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   Frankie Cole shared this idea  ·  Aug 1, 2025

7. more detailed budget planner option

   3 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

8. Fact Find Additions

   2 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

9. Re-ordering Documents

   2 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

10. Residential Status

    8 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Aug 1, 2025

11. Sub accounts

    8 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

12. Current Rent in FF

    10 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Aug 1, 2025

13. Residential Status

    4 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

14. Mortgage Amount Outstanding can be 0

    4 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

15. Self Emloyed income tidy up

    2 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

16. mortgage term should reduce

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    Frankie Cole supported this idea  ·  Aug 1, 2025

17. Property Portfolio

    5 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

18. Joint borrower sole proprietor

    8 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

19. Porting Mortgage Case

    13 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

20. Solicitor details on Summary page

    4 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025