Settings and activity

12 results found

1. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

   4 votes

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   0 comments  ·  Document Store  ·  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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   Yafet Cole supported this idea  ·  Apr 9, 2025

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

   5 votes

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   0 comments  ·  Tasks  ·  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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   Yafet Cole supported this idea  ·  Feb 12, 2025

3. Some clients cant find Documents

   8 votes

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   0 comments  ·  Client Portal  ·  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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   Yafet Cole supported this idea  ·  Feb 12, 2025

4. Include Additional Business Protection Types

   4 votes

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   2 comments  ·  General  ·  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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   Yafet Cole supported this idea  ·  Oct 23, 2024

5. Group protection

   4 votes

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Yafet Cole supported this idea  ·  Oct 23, 2024

6. Ability to change the Pre-Set Remortgage Contact Dates

   11 votes

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   3 comments  ·  General  ·  Delete…  ·  Admin →
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   Yafet Cole supported this idea  ·  Oct 9, 2024

7. Employer benefits within the protection section

   3 votes

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   0 comments  ·  General  ·  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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   Yafet Cole supported this idea  ·  Sep 11, 2024

8. Client Portal Document Store - Completed Cases

   20 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Yafet Cole shared this idea  ·  Jun 13, 2024

9. 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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   Yafet Cole supported this idea  ·  Apr 18, 2024

10. Case Requirements Box - Document Checklist

    55 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Yafet Cole supported this idea  ·  Sep 16, 2022

11. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Yafet Cole supported this idea  ·  Sep 16, 2022

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

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Yafet Cole supported this idea  ·  Apr 26, 2022