Settings and activity

196 results found

1. Confidential Cases - restricting access

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

2. Uinsure

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

3. 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

4. Create an Automated Protection Review Task/Reminder

   14 votes

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

5. Mortgage Annual Review

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

6. Task Notifications

   10 votes

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

7. 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

8. Existing Cover auto created from Completed Protection cases

   6 votes

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

9. 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

10. Notes

    4 votes

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

11. Client notes

    10 votes

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

12. Smartr Connect Tiles

    3 votes

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

13. 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

14. 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

15. 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

16. BTL FactFind

    23 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

17. 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

18. Multiple FactFind Applicants

    130 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

19. Outlook Calendar integration

    26 votes

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

20. Two way email integration

    143 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