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Settings and activity

10 results found

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

    22 votes

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    under review  ·  3 comments  ·  Notifications  ·  Admin →
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    Michaela Edney commented  · 

    Would be a good idea to have any new leads assigned to an adviser e-mailed over. This would ensure no cases are missed.

  2. Integration with a text messaging service

    31 votes

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    under review  ·  7 comments  ·  Notifications  ·  Admin →
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    Michaela Edney commented  · 

    Have clients who wish to be contacted and receive text messages instead of e-mails. This is becoming more common.

    Michaela Edney supported this idea  · 

  3. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Michaela Edney supported this idea  · 

  4. As an adviser i dont think that the document store is in a logical order.

    19 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Michaela Edney supported this idea  · 

  5. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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  6. New Leads From QR Codes need to have a notification

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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  7. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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  8. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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  9. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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  10. Task without having a live case on file

    21 votes

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    under review  ·  0 comments  ·  Tasks  ·  Admin →
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