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  1. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Admin →
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    Hugh Spillane supported this idea  · 
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    Hugh Spillane commented  · 

    As new leads arrive into the platform a more obvious notification method is required over and above the small red dot that appears on the notification bell. A combined pop up, sound and push/email notification would improve knowing exactly when a new lead has come in and cases can be worked on immediately. This is particularly important for leads via introducers/Homebuyer app.

  2. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Hugh Spillane supported this idea  · 

  3. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Hugh Spillane supported this idea  ·