Settings and activity

275 results found

1. Uinsure

   3 votes

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

2. enquiries@riachfinancial.co.uk

   2 votes

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   0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Robert Riach shared this idea  ·  Jun 13, 2024

3. Create an Automated Protection Review Task/Reminder

   15 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

4. Mortgage Annual Review

   3 votes

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

5. Task Notifications

   12 votes

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

6. Protection reports

   8 votes

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   under review  ·  1 comment  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

7. Existing Cover auto created from Completed Protection cases

   8 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

8. 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

9. Notes

   4 votes

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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Multiple FactFind Applicants

    132 votes

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    planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

18. Outlook Calendar integration

    28 votes

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

19. Two way email integration

    146 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

20. 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