Settings and activity

23 results found

1. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Feb 28, 2024

2. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Feb 28, 2024

3. Two way email integration

   146 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.

   Kayleigh Hateley supported this idea  ·  Feb 28, 2024

4. Admin cc'd on case emails

   20 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Feb 28, 2024

5. Optional Suitability Report Tokens - Tokens inside optional content

   36 votes

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   under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Feb 28, 2024

6. Enable us to edit spacing on suitability reports

   20 votes

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   started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Kayleigh Hateley shared this idea  ·  Jan 9, 2023

7. Display kanban by case not client

   67 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Sep 21, 2021

8. Customisable workflows with Tasks

   77 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

   We intend to roll this out further to a limited number of firms shortlly.

   Then wider for all.

   Kayleigh Hateley supported this idea  ·  Sep 21, 2021

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

   38 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Kayleigh Hateley supported this idea  ·  Sep 21, 2021

10. Task Due Notifications

    43 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

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

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

12. Admin notifcations

    17 votes

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    under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

13. Multiple FactFind Applicants

    132 votes

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    planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

14. Case Requirements Box - Document Checklist

    57 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

15. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

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

    30 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

17. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

18. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

19. Include Broker fee and solicitor fees on the dashboard

    46 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021

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

    63 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kayleigh Hateley supported this idea  ·  Sep 21, 2021