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Settings and activity

29 results found

  1. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Admin →
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    Rachel Lewins commented  · 

    When a Notification has been viewed/ acknowledged is it possible for these to be removed from the list ?

    Rachel Lewins supported this idea  · 

  2. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Rachel Lewins supported this idea  · 

  3. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    Rachel Lewins supported this idea  · 

  4. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Rachel Lewins supported this idea  · 

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

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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    Rachel Lewins supported this idea  · 

  6. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Rachel Lewins supported this idea  · 

  7. Electronic signatures

    84 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Rachel Lewins supported this idea  · 

  8. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Rachel Lewins supported this idea  · 

  9. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Rachel Lewins supported this idea  · 
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