Settings and activity

40 results found

1. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   93 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Feb 23, 2024

2. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Feb 22, 2024

3. Ability to Customise the fields in reports

   7 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Malcolm West commented  ·  Feb 1, 2024  ·  Edit…  ·  Delete…

   The current reports are static and often do not contain specific fields required. Users would like the ability to create their own reports or to customise and add fields to existing reports

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   Malcolm West supported this idea  ·  Feb 1, 2024

4. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 31, 2024

5. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 31, 2024

6. Credit Commitments Lender Name

   7 votes

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   under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Malcolm West shared this idea  ·  Jan 31, 2024

7. Add a field for property EPC Rating to the Fact Find

   54 votes

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   planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 31, 2024

8. Vulnerable Customer questions in Additional Fields (Sesame)

   8 votes

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   started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Malcolm West shared this idea  ·  Jan 30, 2024

9. Early Repayment Charge (ERC) visibility in Existing Properties

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   5 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Malcolm West shared this idea  ·  Jan 30, 2024

10. Notification for Case Transfers

    12 votes

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    under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

11. Text or email notifications for New leads or documents up loaded

    22 votes

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    under review  ·  3 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

12. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

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

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

14. Company Acknowledgements to be auto stored in Document Store when accepted by client

    9 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm West shared this idea  ·  Jan 26, 2024

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

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 18, 2024

16. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 18, 2024

17. Being able to upload .MSG to the document store

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 17, 2024
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    Malcolm West commented  ·  Jan 17, 2024  ·  Edit…  ·  Delete…

    Agree with the enhancement which would be a valuable addition. Currently you cannot add document attachments to an email note in Smartr so the only workaround is to send via email outside Smartr which cannot currently be uploaded to create an audit trail. Although the email could be saved as a pdf this is additional work for a user and an easy way is required to upload email messages

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18. Source of Business

    4 votes

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    0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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    Malcolm West shared this idea  ·  Dec 20, 2023

19. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Nov 17, 2023
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    Malcolm West commented  ·  Nov 17, 2023  ·  Edit…  ·  Delete…

    This would be a useful feature to enable users to issue their own email templates within the system and particularly to use tailored messages as part of Workflow updates

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20. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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