Settings and activity

283 results found

1. Client Portal Document Store - Completed Cases

   23 votes

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   under review  ·  3 comments  ·  Client Portal  ·  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  ·  Aug 12, 2024

2. Add living with partner to Fact Find

   16 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

3. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

4. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   10 votes

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

5. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

6. Multiple products on a mortgage

   98 votes

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   planned  ·  22 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

7. 1 click recent clients

   65 votes

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

8. Confidential Cases - restricting access

   48 votes

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

9. 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

10. enquiries@riachfinancial.co.uk

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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Notes

    4 votes

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

18. 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

19. 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

20. 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