Settings and activity

251 results found

1. Task Notifications

   12 votes

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   under review  ·  0 comments  ·  Notifications  ·  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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   Robert Riach supported this idea  ·  Jun 13, 2024

2. Protection reports

   7 votes

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

3. Existing Cover auto created from Completed Protection cases

   7 votes

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   under review  ·  3 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

4. Emails from Valuation & Offer / Update Emails are not showing in Notes

   2 votes

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   0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

5. Notes

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

6. Client notes

   12 votes

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   under review  ·  5 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

7. Smartr Connect Tiles

   5 votes

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   0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

8. Source of Business

   5 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

9. Being able to edit introducer emails addresses

   3 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

10. Search via lender ref, mortgage a/c no and address

    13 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

11. BTL FactFind

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

12. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

13. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

14. Outlook Calendar integration

    27 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

15. 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.

    Robert Riach supported this idea  ·  Jun 13, 2024

16. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

17. Emails and notes fonts need to be consistent

    9 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

18. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

19. Bank Statements - Separate Personal / Business

    22 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

20. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024