Settings and activity

15 results found

1. Notes should change when switching between a mortgage, protection or home insurance case.

   2 votes

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   0 comments  ·  Notes  ·  Delete…  ·  Admin →
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2. Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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3. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   8 votes

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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4. Being able to send our own emails from the workflow

   4 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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5. Demands and Needs as an option forCreating your work flow.

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   0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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6. Ability to Customise the fields in reports

   9 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Paul Jordan supported this idea  ·  Apr 11, 2024

7. Two way email integration

   144 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.

   Paul Jordan supported this idea  ·  Nov 28, 2023

8. Prompt for 3 addresses in history

   32 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Paul Jordan supported this idea  ·  Nov 28, 2023

9. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

   22 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Paul Jordan supported this idea  ·  Jun 13, 2022

10. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 13, 2022

11. equity release fact find

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    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 25, 2021

12. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 24, 2021

13. 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.

    Paul Jordan supported this idea  ·  Jun 24, 2021

14. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 24, 2021

15. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 24, 2021