Settings and activity

15 results found

1. Ability to download log of acknowledged documents

   28 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Christopher Greaves supported this idea  ·  May 20, 2021

2. 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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   Christopher Greaves commented  ·  May 20, 2021  ·  Edit…  ·  Delete…

   This is a must, the client has the option to notify us when they upload docs so we should have the same facility for them.

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   Christopher Greaves supported this idea  ·  Mar 24, 2021

3. Ability to see how long a case has been at a particular stage

   12 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Christopher Greaves shared this idea  ·  May 6, 2021

4. Clear all notifications

   40 votes

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   7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   This request is in development now.

   Christopher Greaves supported this idea  ·  Apr 28, 2021

5. Customisable workflows with Tasks

   76 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

   
   

   We intend to roll this out further to a limited number of firms shortlly.

   
   

   Then wider for all.

   Christopher Greaves supported this idea  ·  Apr 28, 2021

6. Pre-Filled Categories

   36 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Christopher Greaves supported this idea  ·  Mar 24, 2021

7. Two way email integration

   143 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Christopher Greaves supported this idea  ·  Mar 24, 2021

8. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Christopher Greaves supported this idea  ·  Mar 24, 2021

9. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Christopher Greaves supported this idea  ·  Mar 24, 2021

10. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Mar 24, 2021

11. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Mar 24, 2021

12. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Mar 24, 2021

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

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Mar 24, 2021

14. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Feb 13, 2021

15. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Christopher Greaves supported this idea  ·  Feb 13, 2021