Settings and activity

283 results found

1. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Robert Riach supported this idea  ·  Jan 24, 2025

2. Amend policy numbers/ mortgage account numbers after marked completed

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

3. Deceased Option in Fact Find

   20 votes

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   planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

4. Automatically move Employment details From Existing to History on Employment change

   44 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

5. property details

   30 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

6. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

7. Document Store- newest to oldest filter

   30 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

8. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

   5 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

9. Remove need to add an email address for second client

   31 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

10. client to enter their own solicitor details

    6 votes

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    0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

11. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    This request is in development now.

    Robert Riach supported this idea  ·  Jan 14, 2025

12. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

13. Remortgage an unencumbered property

    6 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

14. Joint borrower sole proprietor

    8 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

15. Employer details

    6 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

16. Porting Mortgage Case

    14 votes

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    2 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

17. More than 2 applicants

    10 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

18. Current Rent in FF

    10 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

19. Time in Employment

    18 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

20. Pre-Filled Categories

    38 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025