Settings and activity

13 results found

1. Confidential Cases - restricting access

   46 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

2. Review & Filter Protection referrals

   29 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

3. Restrict certain kanban stages to specific users/teams

   16 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

4. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

5. Integrate within firms own MS Teams

   25 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

6. Compliance functionality - Broker Risk Rating/Gating

   20 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

7. Meeting dates & Mode of meeting

   25 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Aug 18, 2021

8. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,

   We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

   Please speak to your CS rep or keep an eye out for more information.

   Thanks,

   The Product Team

   Kelly Goring supported this idea  ·  Jul 19, 2021

9. Ability to set diary entries via Smartr

   24 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Kelly Goring supported this idea  ·  Jul 19, 2021

10. Two way email integration

    143 votes

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    planned  ·  33 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kelly Goring supported this idea  ·  Jul 19, 2021

11. Other income to pull through to 27tec

    13 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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    Kelly Goring supported this idea  ·  Jul 19, 2021

12. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Kelly Goring supported this idea  ·  Jul 19, 2021

13. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kelly Goring supported this idea  ·  Jul 19, 2021
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    Kelly Goring commented  ·  Jul 19, 2021  ·  Edit…  ·  Delete…

    It would be great to have a text messaging service as emails are not always picked up quick enough, if we could text our clients an update or note instead of just an email that would be beneficial

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