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67 results found

  1. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Larissa Tait shared this idea  · 

  2. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    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 supported this idea  · 

  3. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Admin →
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    Larissa Tait commented  · 

    Having a notification for tasks due and new leads. Amazing functions however they need a push to notify the advisors.

  4. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    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.

  5. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Admin →
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  6. Limited company Improvements

    18 votes

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    started  ·  2 comments  ·  General  ·  Admin →
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    Larissa Tait shared this idea  · 

  7. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    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.

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    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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