Settings and activity

95 results found

1. Show if a case is NPW on the case summary page dropdown

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

2. can we add the clients actual age next to their date of birth.

   5 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

3. Property Portfolio

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

4. Ability to add same email and phone number for 2 applicants on a joint applicant case

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

5. Solar panel questions in factfind

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

6. new job, make previous job an automatic drop into employment history

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

7. Ability to set diary entries via Smartr

   25 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jul 15, 2025

8. Add our own Case Statuses

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jul 15, 2025

9. Report query

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jul 15, 2025

10. National insurance number should be in the current employment, not future income

    5 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Jul 15, 2025

11. Two way email integration

    144 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.

    Andy Jenkins supported this idea  ·  May 23, 2025

12. Mailchimp and automation

    20 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025

13. Admin cc'd on case emails

    20 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025

14. Take the word Automated out of the pre populated emails

    2 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025

15. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

    9 votes

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    planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025

16. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    6 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025

17. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

    3 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 23, 2025
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    Andy Jenkins commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

    A very good suggestion.

    Save Submitting...

18. Expenditure to be more broken down more details ( same as lenders)

    3 votes

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    0 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

19. Budget planner updates required

    4 votes

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    0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

20. marketing preferences

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025