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8 results found

  1. Client Portal Document Store - Completed Cases

    20 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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  2. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  3. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  4. Admin Assistant email signature

    5 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  5. Clear all notifications

    40 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  6. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  7. New Leads From QR Codes need to have a notification

    55 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    AdminMyles Asiedu (Admin, smartr365) supported this idea  · 

  8. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes

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    5 comments  ·  Protection  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    An error occurred while saving the comment
    AdminMyles Asiedu (Admin, smartr365) commented  · 

    "...The protection experience in Smartr certainly needs to be improved asap. Another example, we should be able to see all protection policies under the case without having to go in and out of the name used to access cases with two applicants to see the single policies. If you guys can fix that also would be useful."