Settings and activity

14 results found

1. 1 click recent clients

   61 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jayne Harris supported this idea  ·  Sep 22, 2020
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   Jayne Harris commented  ·  Sep 22, 2020  ·  Edit…  ·  Delete…

   Most recent client you have worked on at the top of the cases list

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2. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

3. Dashboard Drop Down Options

   20 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

4. Integration with a text messaging service

   31 votes

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   under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

5. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

6. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

7. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

8. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

9. Ability to set diary entries via Smartr

   24 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Jayne Harris supported this idea  ·  Aug 20, 2020

10. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Jayne Harris supported this idea  ·  Aug 20, 2020

11. 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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    Jayne Harris supported this idea  ·  Aug 20, 2020

12. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Jayne Harris supported this idea  ·  Aug 20, 2020

13. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Jayne Harris supported this idea  ·  Aug 20, 2020

14. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Jayne Harris supported this idea  ·  Aug 20, 2020