Settings and activity

74 results found

1. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston commented  ·  Apr 14, 2023  ·  Edit…  ·  Delete…

   This really needs sorting.

   Feedback since 2001 with the most votes and yet nothing is done

   Save Submitting...
   Matthew Preston supported this idea  ·  Apr 14, 2023

2. Ability to see how long a case has been at a particular stage

   12 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

3. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

4. Completed cases stay showing in the Kanban until proc fee is marked as paid

   36 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

5. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

6. Enable us to edit spacing on suitability reports

   18 votes

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   started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

7. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

   20 votes

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   planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

8. Ability to insert headers and footers on the Suitability Letter templates

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

9. Suitability Letter - Add multiple products, and joint and single applicants

   35 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

10. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

11. 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

    Matthew Preston supported this idea  ·  Apr 14, 2023

12. Clear all notifications

    40 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

13. Search notes

    16 votes

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    planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

14. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

15. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

16. Contact phone number for Employer in the income section of the FF

    36 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

17. Admin notifcations

    17 votes

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    under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

18. Employer details improvement

    17 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

19. Limited company Improvements

    17 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

20. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023