Settings and activity

74 results found

1. Automated tasks

   41 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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2. 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

3. Add Partnership to Self Employment Type

   18 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

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

   60 votes

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

5. Client portal notifications

   44 votes

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

6. 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

7. 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

8. Lead form on a broker website

   26 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

9. 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

10. 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

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

    29 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Oct 31, 2021

12. Integration with a text messaging service

    32 votes

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

13. Download all button document store

    72 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

14. 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