Settings and activity

11 results found

1. Client Portal Document Store - Completed Cases

   20 votes

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   under review  ·  2 comments  ·  Client Portal  ·  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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   Daniel McMillen supported this idea  ·  Jun 13, 2024

2. Admin Assistant email signature

   5 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Daniel McMillen shared this idea  ·  Apr 9, 2024

3. Filter notes

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Daniel McMillen shared this idea  ·  Apr 5, 2024

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.

   Daniel McMillen supported this idea  ·  Feb 13, 2024

5. Show if a case is NPW on the case summary page dropdown

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   9 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Daniel McMillen shared this idea  ·  Feb 8, 2024

6. Hide NPW Cases

   7 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Daniel McMillen shared this idea  ·  Feb 8, 2024

7. lender address book for points of contact and numbers

   33 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Daniel McMillen supported this idea  ·  Jan 5, 2022

8. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Daniel McMillen commented  ·  Jan 5, 2022  ·  Edit…  ·  Delete…

   Also include Landlord Name, & Contact info

   Save Submitting...
   Daniel McMillen shared this idea  ·  Jan 5, 2022

9. Deceased Option in Fact Find

   20 votes

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   planned  ·  3 comments  ·  Fact Find  ·  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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   Daniel McMillen supported this idea  ·  Dec 2, 2021

10. Client notes

    12 votes

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    under review  ·  5 comments  ·  Notes  ·  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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    An error occurred while saving the comment
    Daniel McMillen commented  ·  Nov 25, 2021  ·  Edit…  ·  Delete…

    Add notes to a client as opposed to their specific case.

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11. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  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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    Daniel McMillen shared this idea  ·  Jun 28, 2021