Settings and activity

89 results found

1. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Frankie Cole commented  ·  Dec 23, 2023  ·  Edit…  ·  Delete…

   Can we also just add one applicant and the system have the ability for the client to add additional applicants to the case themselves?

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   Frankie Cole supported this idea  ·  Apr 3, 2023

2. Integration with a text messaging service

   31 votes

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   under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Frankie Cole commented  ·  Dec 23, 2023  ·  Edit…  ·  Delete…

   Be able to send a message via Text or WhatsApp direct from Smartr365 to the clients rather than email.

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   Frankie Cole commented  ·  Dec 21, 2023  ·  Edit…  ·  Delete…

   Be able to send Text Messages to clients via the system

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   Frankie Cole commented  ·  Jun 17, 2021  ·  Edit…  ·  Delete…

   Would be excellent to have this rather than keep reaching for my phone. Also be able to send a text for the client to login to the client portal as well

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   Frankie Cole supported this idea  ·  Jun 17, 2021

3. Integrate within firms own MS Teams

   25 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Dec 23, 2023

4. Limited company Improvements

   17 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Dec 21, 2023

5. Client portal /portfolio of properties

   19 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Nov 9, 2023

6. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 25, 2023

7. Text or email notifications for New leads or documents up loaded

   22 votes

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   under review  ·  3 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

8. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

9. Add Trust as a label with the Protection Document store

   12 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   
   

   This change has been started and will be delivered in January.

   
   

   Thanks,

   
   

   Brooke

   Frankie Cole supported this idea  ·  Oct 2, 2023

10. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

11. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

12. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

13. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

14. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

15. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

16. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

17. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

18. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

19. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

20. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

    12 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023