Settings and activity

22 results found

1. Client notes

   12 votes

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   under review  ·  5 comments  ·  Notes  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Sep 16, 2025

2. Revamp of Dashboard

   39 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 17, 2025

3. Notification for Case Transfers

   15 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 17, 2025

4. Protection policy reminder

   7 votes

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 17, 2025

5. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

   4 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

6. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

   5 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

7. Client status email notifications

   8 votes

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   2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

8. Subject Line to include brokers name

   13 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

9. Select All Option for Bulk email

   16 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

10. Email Client When adviser shares a document

    4 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Jul 16, 2025

11. Add a field for property EPC Rating to the Fact Find

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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12. EPC

    8 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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13. Task Notifications

    12 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Feb 19, 2025

14. Search bar in the tasks to find all tasks related to a client

    5 votes

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    0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Feb 12, 2025

15. Client Portal Document Store - Completed Cases

    20 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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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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    AdminMyles A (Admin, smartr365) supported this idea  ·  Oct 2, 2024

17. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Apr 18, 2024

18. Admin Assistant email signature

    5 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Apr 9, 2024

19. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    This request is in development now.

    AdminMyles A (Admin, smartr365) supported this idea  ·  Feb 13, 2024

20. Email Notification when documents uploaded from Client side

    31 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    AdminMyles A (Admin, smartr365) supported this idea  ·  Sep 7, 2022