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11 results found

  1. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Bryony Hughes supported this idea  · 

  2. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Bryony Hughes supported this idea  · 

  3. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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  4. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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    Bryony Hughes commented  · 

    very much in agreement - our team would also find this very useful. Ideally, we'd also like to use Smartr as a one-stop system to avoid the need to track case progress elsewhere ie. spreadsheets.

  5. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  6. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

    22 votes

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    under review  ·  0 comments  ·  Tasks  ·  Admin →
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  7. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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  8. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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  9. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Admin →
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  10. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Admin →
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  11. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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