Settings and activity

34 results found

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

   36 votes

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   planned  ·  1 comment  ·  Workflow  ·  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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   Phil Saville supported this idea  ·  Oct 31, 2022

2. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

3. Add Trust as a label with the Protection Document store

   12 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,

   
   

   This change has been started and will be delivered in January.

   
   

   Thanks,

   
   

   Brooke

   Phil Saville supported this idea  ·  Oct 31, 2022

4. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

5. Document Store- newest to oldest filter

   30 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

6. Include Broker fee and solicitor fees on the dashboard

   45 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

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

   22 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

8. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

9. 1 click recent clients

   64 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Phil Saville supported this idea  ·  Oct 31, 2022

10. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Phil Saville supported this idea  ·  Oct 31, 2022

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

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Phil Saville supported this idea  ·  Oct 31, 2022

12. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Phil Saville supported this idea  ·  Oct 31, 2022

13. Electronic signatures

    84 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Phil Saville supported this idea  ·  Oct 31, 2022

14. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Phil Saville supported this idea  ·  Oct 31, 2022