Settings and activity

54 results found

1. Revamp of Dashboard

   40 votes

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   planned  ·  1 comment  ·  Dashboard  ·  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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   Michelle Ford supported this idea  ·  Jan 9, 2023

2. Dashboard figures to show current month and not last 31 days

   23 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

3. More Efficient Remortgage Management

   20 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Michelle Ford commented  ·  Jan 9, 2023  ·  Edit…  ·  Delete…

   Also if you are able to click on the clients name so it opens up their details from remortgage opportunities

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   Michelle Ford supported this idea  ·  Jan 9, 2023

4. Optional Email Addresses for clients

   35 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

5. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

6. Integrate within firms own MS Teams

   27 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

7. Give clients the ability to add a second applicant themselfs on the client portal

   63 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

8. Outlook Calendar integration

   28 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

9. 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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   Michelle Ford supported this idea  ·  Aug 17, 2022

10. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

11. Two way email integration

    146 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.

    Michelle Ford supported this idea  ·  Aug 17, 2022

12. Completed cases stay showing in the Kanban until proc fee is marked as paid

    38 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

13. Customisable workflows with Tasks

    77 votes

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    6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

    We intend to roll this out further to a limited number of firms shortlly.

    Then wider for all.

    Michelle Ford supported this idea  ·  Aug 17, 2022

14. Display kanban by case not client

    67 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022