Settings and activity

95 results found

1. Medical Questionaire

   7 votes

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   under review  ·  3 comments  ·  Protection  ·  Delete…  ·  Admin →
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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. Deceased Option in Fact Find

   20 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

3. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

4. Show more information on Employment page

   29 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

5. Automatically move Employment details From Existing to History on Employment change

   40 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

6. birthday

   11 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

7. Recording Non-Indemnity Earnings

   5 votes

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 11, 2024

8. Mortgage Annual Review

   2 votes

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   0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole shared this idea  ·  Feb 2, 2024

9. Multiple FactFind Applicants

   130 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

10. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  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

11. Integrate within firms own MS Teams

    26 votes

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

12. Limited company Improvements

    18 votes

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

13. Client portal /portfolio of properties

    20 votes

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

14. 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

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

    24 votes

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

16. 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

17. 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  ·  AdminTest B2B Adviser (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

18. Download all button document store

    72 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

19. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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

20. 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