Settings and activity

15 results found

1. Intergrate with Sikoia

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   0 comments  ·  Workflow  ·  Edit…  ·  Delete…  ·  Admin →
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   Hannah Vandervennin shared this idea  ·  Jul 9, 2024

2. Search notes

   17 votes

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   planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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   Hannah Vandervennin supported this idea  ·  Oct 30, 2023

3. Outlook Calendar integration

   27 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Hannah Vandervennin supported this idea  ·  Nov 23, 2022

4. 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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   Hannah Vandervennin supported this idea  ·  Nov 23, 2022

5. Two way email integration

   144 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.

   Hannah Vandervennin supported this idea  ·  Nov 23, 2022

6. Document Store- newest to oldest filter

   30 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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7. Mailchimp and automation

   20 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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8. Limited company Improvements

   18 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Hannah Vandervennin commented  ·  Jun 13, 2022  ·  Edit…  ·  Delete…

   Note the limited company name on the fact find

   Save Submitting...

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

   37 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Hannah Vandervennin supported this idea  ·  Jun 7, 2022

10. 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.

    Hannah Vandervennin supported this idea  ·  Jun 7, 2022

11. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Hannah Vandervennin supported this idea  ·  Jun 7, 2022

12. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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13. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Hannah Vandervennin supported this idea  ·  Jun 7, 2022

14. Task Due Notifications

    42 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Hannah Vandervennin commented  ·  Jun 7, 2022  ·  Edit…  ·  Delete…

    When you are assigned a task, we should have some notification

    Save Submitting...
    Hannah Vandervennin supported this idea  ·  Jun 7, 2022

15. Email Notification when documents uploaded from Client side

    31 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Hannah Vandervennin supported this idea  ·  Jun 7, 2022