Settings and activity

69 results found

1. Meeting dates & Mode of meeting

   25 votes

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   under review  ·  1 comment  ·  Cases View  ·  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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   Andrew Sheen supported this idea  ·  Apr 7, 2022

2. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

3. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

4. Remove need to add an email address for second client

   27 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

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

   55 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

6. Integrate within firms own MS Teams

   25 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

7. Compliance functionality - Broker Risk Rating/Gating

   20 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022

8. 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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   Andrew Sheen supported this idea  ·  Apr 7, 2022

9. Limited company Improvements

   17 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Apr 7, 2022