Settings and activity

65 results found

1. Document order

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   planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   William Adkin commented  ·  Jul 16, 2024  ·  Edit…  ·  Delete…

   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

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   William Adkin supported this idea  ·  Jul 16, 2024

2. Include a Lender Spread Report

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   William Adkin supported this idea  ·  Mar 7, 2024

3. Colour system to show the new remortgages

   5 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Mar 7, 2024

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

   15 votes

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   planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Mar 7, 2024

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

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Mar 7, 2024

6. Task Notifications

   7 votes

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   William Adkin supported this idea  ·  Mar 7, 2024

7. Task Due Notifications

   41 votes

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   William Adkin supported this idea  ·  Mar 7, 2024

8. Task without having a live case on file

   21 votes

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   William Adkin supported this idea  ·  Mar 7, 2024

9. Meeting dates & Mode of meeting

   24 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

10. Automated tasks

    40 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

11. Revamp of Dashboard

    36 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

12. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

13. Outlook Calendar integration

    26 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

14. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

15. Subject Line to include brokers name

    12 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

16. Mailchimp and automation

    18 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

17. Clear all notifications

    39 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

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

    22 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

19. Email Notification when documents uploaded from Client side

    29 votes

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    William Adkin supported this idea  ·  Jan 29, 2024

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

    19 votes

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    5 comments  ·  Protection  ·  Delete…  ·  Admin →
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    planned  ·  AdminBrooke Lowry (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  ·  Jan 29, 2024