Settings and activity

35 results found

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

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   hannie supported this idea  ·  Apr 14, 2022

2. Email Notification when documents uploaded from Client side

   30 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

3. Limited company Improvements

   18 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

4. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

5. Case Requirements Box - Document Checklist

   55 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

6. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

7. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

8. Show cases as overdue once Follow up time/date is reached

   16 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

9. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   hannie supported this idea  ·  Apr 14, 2022

10. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    hannie supported this idea  ·  Apr 14, 2022

11. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    hannie supported this idea  ·  Apr 14, 2022

12. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    18 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    hannie supported this idea  ·  Feb 8, 2022

13. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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    hannie supported this idea  ·  Feb 8, 2022

14. 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.

    hannie supported this idea  ·  Feb 8, 2022

15. Managing Introducers

    13 votes

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    under review  ·  0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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    hannie supported this idea  ·  Feb 8, 2022