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Settings and activity

64 results found

  1. Document order

    5 votes
    planned  ·  1 comment  ·  General  ·  Admin →
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    William Adkin commented  · 

    It would be really helpful to be able to move docs up and down with in a doc section. ie in financial docs to move bank statements/payslips etc into date or group order

    William Adkin supported this idea  · 

  2. Include a Lender Spread Report

    3 votes
    0 comments  ·  General  ·  Admin →
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    William Adkin supported this idea  · 

  3. Colour system to show the new remortgages

    5 votes
    under review  ·  0 comments  ·  General  ·  Admin →
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    William Adkin supported this idea  · 

  4. American formatting used for dates, used rather than Uk date

    17 votes
    planned  ·  2 comments  ·  General  ·  Admin →
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    William Adkin supported this idea  · 

  5. Stop inviting clients to HomeBuyer when already onboarded with Smartr365

    6 votes
    under review  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    William Adkin supported this idea  · 

  6. Task Notifications

    10 votes
    under review  ·  0 comments  ·  Notifications  ·  Admin →
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    William Adkin supported this idea  · 

  7. Task Due Notifications

    41 votes
    under review  ·  2 comments  ·  Tasks  ·  Admin →
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    William Adkin supported this idea  · 

  8. Task without having a live case on file

    21 votes
    under review  ·  0 comments  ·  Tasks  ·  Admin →
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    William Adkin supported this idea  · 

  9. Meeting dates & Mode of meeting

    25 votes
    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    William Adkin supported this idea  · 

  10. Automated tasks

    41 votes
    started  ·  5 comments  ·  Cases View  ·  Admin →
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    William Adkin supported this idea  · 

  11. Revamp of Dashboard

    37 votes
    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    William Adkin supported this idea  · 

  12. Bank Statements - Separate Personal / Business

    21 votes
    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    William Adkin supported this idea  · 

  13. Outlook Calendar integration

    26 votes
    planned  ·  1 comment  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  14. Two way email integration

    143 votes
    33 comments  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  15. Subject Line to include brokers name

    12 votes
    under review  ·  0 comments  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  16. Mailchimp and automation

    18 votes
    under review  ·  2 comments  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  17. Clear all notifications

    40 votes
    7 comments  ·  Notifications  ·  Admin →
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    William Adkin supported this idea  · 

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

    24 votes
    under review  ·  3 comments  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  19. Email Notification when documents uploaded from Client side

    30 votes
    under review  ·  2 comments  ·  Emails  ·  Admin →
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    William Adkin supported this idea  · 

  20. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes
    5 comments  ·  Protection  ·  Admin →
    How important is this to you?
    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    William Adkin supported this idea  · 
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