Settings and activity

101 results found

1. 1 click recent clients

   64 votes

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   under review  ·  1 comment  ·  Cases View  ·  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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   Samantha Brown supported this idea  ·  Aug 3, 2023

2. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Aug 3, 2023

3. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Aug 3, 2023

4. To show when another user is viewing the case (either client or another staff member).

   18 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Aug 3, 2023

5. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 15, 2023

6. Fact Find - send a copy of fact find to Document store upon Completed

   24 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 15, 2023

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

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 15, 2023

8. Display dependent age not years still dependent

   47 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 15, 2023

9. Ability to download log of acknowledged documents

   28 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 8, 2023

10. Case Requirements Box - Document Checklist

    56 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

11. Bank Statements - Separate Personal / Business

    22 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

12. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

13. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

14. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

15. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023

16. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

17. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

18. Highlight mandatory fields with an * while completing / reviewing the Factfind.

    22 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

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

    41 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

20. Show more information on Employment page

    30 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023