Settings and activity

9 results found

1. Include Additional Business Protection Types

   4 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Yafet Cole supported this idea  ·  Oct 23, 2024

2. Group protection

   3 votes

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

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

   6 votes

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

4. Employer benefits within the protection section

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Yafet Cole supported this idea  ·  Sep 11, 2024

5. Client Portal Document Store - Completed Cases

   19 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

6. 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

7. Case Requirements Box - Document Checklist

   54 votes

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

8. Document Store- newest to oldest filter

   29 votes

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

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

   54 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Yafet Cole supported this idea  ·  Apr 26, 2022