Settings and activity

12 results found

1. Task View

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Sharon Seale shared this idea  ·  Sep 13, 2024

2. Confidential Cases - restricting access

   46 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Mar 15, 2023

3. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Nov 30, 2022

4. Add a field for property EPC Rating to the Fact Find

   56 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Nov 30, 2022

5. Select All Option for Bulk email

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Aug 11, 2021

6. Two way email integration

   143 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Sharon Seale supported this idea  ·  Aug 11, 2021

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

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Aug 11, 2021

8. Multiple FactFind Applicants

   129 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Aug 11, 2021

9. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Sharon Seale supported this idea  ·  Aug 11, 2021

10. Remove need to add an email address for second client

    27 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Sharon Seale supported this idea  ·  Aug 11, 2021

11. Compliance functionality - Broker Risk Rating/Gating

    20 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Sharon Seale supported this idea  ·  Aug 11, 2021

12. Meeting dates & Mode of meeting

    25 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Sharon Seale supported this idea  ·  Aug 11, 2021