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Settings and activity

4 results found

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

    5 votes

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    0 comments  ·  Tasks  ·  Admin →
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  2. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Admin →
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  3. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Ashley Marsh commented  · 

    Please facilitate this as I do feel it is very important

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

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Admin →
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    Ashley Marsh commented  · 

    Yes this is a good idea