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Settings and activity

35 results found

  1. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Notifications  ·  Admin →
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  2. Limited company Improvements

    17 votes

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    started  ·  2 comments  ·  General  ·  Admin →
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  3. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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  4. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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  5. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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  6. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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  7. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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  8. Show cases as overdue once Follow up time/date is reached

    15 votes

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    under review  ·  0 comments  ·  Cases View  ·  Admin →
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  9. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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  10. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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  11. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Admin →
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  12. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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  13. Text or email notifications for New leads or documents up loaded

    22 votes

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    under review  ·  3 comments  ·  Notifications  ·  Admin →
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  14. Clear all notifications

    39 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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  15. Managing Introducers

    12 votes

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    under review  ·  0 comments  ·  Introducers  ·  Admin →
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