Settings and activity

13 results found

1. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   4 votes

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   planned  ·  0 comments  ·  Emails  ·  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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2. Being able to send our own emails from the workflow

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

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

   7 votes

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

5. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Paul Jordan supported this idea  ·  Nov 28, 2023

6. Prompt for 3 addresses in history

   30 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

7. 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

8. 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

9. 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

10. 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

11. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Paul Jordan supported this idea  ·  Jun 24, 2021

12. Multiple FactFind Applicants

    128 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

13. 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