Settings and activity

63 results found

1. Remo Op on the dashboard

   32 votes

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

2. Include Broker fee and solicitor fees on the dashboard

   46 votes

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

3. Dashboard figures to show current month and not last 31 days

   23 votes

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

4. More Efficient Remortgage Management

   20 votes

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

5. Make dashboard more useful

   5 votes

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

6. Give clients the ability to add a second applicant themselfs on the client portal

   63 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Dec 16, 2022

7. Client portal notifications

   47 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Dec 16, 2022

8. Client portal - Post message

   22 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Dec 16, 2022

9. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Dec 16, 2022

10. 1 click recent clients

    65 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

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

    48 votes

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    planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

12. Create an Automated Protection Review Task/Reminder

    15 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

13. 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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    William Adkin supported this idea  ·  Dec 16, 2022

14. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

15. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

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

    14 votes

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    1 comment  ·  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

    William Adkin supported this idea  ·  Dec 16, 2022

17. Smartr ' Mortgage offer expiry date' reminder

    53 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

18. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Dec 16, 2022

19. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    22 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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20. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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