Settings and activity

30 results found

1. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   David Grimshaw supported this idea  ·  Apr 27, 2021

2. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Apr 27, 2021

3. 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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   David Grimshaw supported this idea  ·  Apr 27, 2021

4. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Apr 27, 2021

5. Client portal notifications

   44 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Apr 27, 2021

6. 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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   David Grimshaw supported this idea  ·  Apr 27, 2021

7. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Apr 27, 2021

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

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Apr 27, 2021

9. Add Partnership to Self Employment Type

   18 votes

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   planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   David Grimshaw shared this idea  ·  Apr 27, 2021

10. 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.

    David Grimshaw supported this idea  ·  Apr 27, 2021