Settings and activity

77 results found

1. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

2. Confidential Cases - restricting access

   46 votes

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

3. Automated tasks

   40 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023
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   Matthew Preston commented  ·  Oct 31, 2021  ·  Edit…  ·  Delete…

   It should be amendable to the firm though i.e. a case reaches decision in principle, so if the feature is turned on (make it optional) a task is created automatically, that the company can edit to ensure their process is ok.

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4. To Do List

   30 votes

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

5. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

6. Add Partnership to Self Employment Type

   15 votes

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   planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

7. Give clients the ability to add a second applicant themselfs on the client portal

   58 votes

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

8. Client portal notifications

   43 votes

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

9. Remove ID and Address Verifcation Mandatory

   15 votes

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

10. Client portal - Post message

    21 votes

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

11. Lead form on a broker website

    25 votes

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

12. Other income to pull through to 27tec

    13 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

13. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

    22 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

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

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

15. Integration with a text messaging service

    31 votes

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    under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

16. Download all button document store

    68 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

17. Task without having a live case on file

    21 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Aug 24, 2021