Settings and activity
58 results found
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17 votes
Larissa Tait
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12 votesLarissa Tait
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Larissa Tait
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27 votesLarissa Tait
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22 votes
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41 votes
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39 votesLarissa Tait
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51 votes
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19 votes
Hi all,
We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.
Keep an eye out for more comms to follow.
Thanks,
The Product team
An error occurred while saving the comment Larissa Tait
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93 votes
An error occurred while saving the comment Larissa Tait
commented
Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told you the correct info.
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29 votes
An error occurred while saving the comment Larissa Tait
commented
If we could please add on filter dates to the files that were uploaded to the docs store, so we can see clearly what documents were uploaded last. from just looking at the documents rather than having to search in the document log.
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15 votesLarissa Tait
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34 votesLarissa Tait
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143 votes
An error occurred while saving the comment Larissa Tait
commented
Having the ability to pull emails back into Smartr365, or have the replied emails that come from Smartr365 to go back into the system too, like a CC into Smartr365 and also their emails
Larissa Tait
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41 votes
An error occurred while saving the comment Larissa Tait
commented
Having a notification for tasks due and new leads. Amazing functions however they need a push to notify the advisors.
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21 votes
An error occurred while saving the comment Larissa Tait
commented
Kanban needs extra status before DIP to check the document store has all documents attached or extra status/swim lane in-between Meeting and before DIP.
As the advisors may have had the meeting and is waiting on the clients, however admin cannot differentiate. -
33 votes
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17 votesLarissa Tait
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29 votes
An error occurred while saving the comment Larissa Tait
commented
Having a type of notification for when a new lead comes through Smartr365 in the Lead pool generated from the QR codes.
An error occurred while saving the comment Larissa Tait
commented
Email notifications for the advisor for when a lead is added from the QR codes or documents added from the client side
Larissa Tait
shared this idea
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When having a sharing a protection policy and then each applicant also has their own policy , there is nothing saying that the separate policy should somehow still be connected to that shared case, no matter what client i search for.