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Settings and activity

9 results found

  1. 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  ·  Admin →
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    Bev Shaw supported this idea  · 

  2. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Bev Shaw supported this idea  · 

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

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Admin →
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    Bev Shaw supported this idea  · 

  4. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Bev Shaw commented  · 

    I was told by Smartr no one else had raised this as an issue and then go and find this thread. Really hoping this is changed soon!

    Bev Shaw supported this idea  · 

  5. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Admin →
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    Bev Shaw supported this idea  · 

  6. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Bev Shaw commented  · 

    This is an obvious one surely and can't be very time consuming or costly? Why you have to select remortgage before PT is bizarre.

    Bev Shaw supported this idea  · 

  7. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Bev Shaw supported this idea  · 

  8. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    66 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Bev Shaw supported this idea  · 

  9. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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    Bev Shaw supported this idea  ·