Settings and activity

9 results found

1. Client Portal Document Store - Completed Cases

   20 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   David Boateng supported this idea  ·  Jun 13, 2024

2. 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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   David Boateng supported this idea  ·  Apr 18, 2024

3. Two way email integration

   143 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.

   David Boateng supported this idea  ·  Dec 12, 2023

4. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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5. Subject Line to include brokers name

   12 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   David Boateng shared this idea  ·  Aug 18, 2022

6. Email Notification when documents uploaded from Client side

   29 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   David Boateng supported this idea  ·  Apr 29, 2022

7. lender address book for points of contact and numbers

   32 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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8. Existing Properties Limited Company

   20 votes

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   under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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9. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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