Settings and activity

251 results found

1. term

   9 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

2. Date of birth and age of dependants

   10 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

3. Occupiers over 17 – there is no section for this information.

   14 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

4. Address history for last 3 years - should be a compulsory component to the fact find.

   15 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

5. Mortgage direct debit bank details - should be a compulsory component to the fact find.

   13 votes

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   under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

6. Mailchimp and automation

   20 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

7. Being able to send our own emails from the workflow

   4 votes

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   Robert Riach supported this idea  ·  Sep 5, 2024

8. birthday

   12 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

9. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

10. Document labelling

    5 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

11. client ability to download documents or view applications post completion

    4 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

12. Nationality

    5 votes

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    planned  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

13. Clients need to be able to see documents from completed cases,

    4 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

14. Make dashboard more useful

    4 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

15. enquiries@riachfinancial.co.uk

    1 vote

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    0 comments  ·  Buildings & Contents  ·  Edit…  ·  Delete…  ·  Admin →
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    Robert Riach shared this idea  ·  Sep 5, 2024

16. Mark all notifications as read

    4 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

    Client portal notifications

    When a client views a document the Bell on the top of smartr shows a Red Notifications.
    There should be a select all option to the mark all as read.
    We have about 5 compulsory documents that the client has to read when first signing up. So when we have joint applicants this becomes Red Notifications that I also have to acknowledge. This is very time consuming especially when dealing with several new clients each day

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    Robert Riach shared this idea  ·  Aug 12, 2024

17. Increase character limit for the notes

    5 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

18. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

19. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

20. include solicitor details on summary page

    10 votes

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    1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024