Settings and activity

92 results found

1. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

2. 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.

   Samantha Brown supported this idea  ·  Feb 14, 2023

3. Pre Populated emails format

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

4. Option Are you on electoral roll?

   28 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 9, 2023

5. Ability to Split Client/Broker Fees

   24 votes

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   under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 7, 2023

6. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Apr 3, 2023

7. Ability to insert headers and footers on the Suitability Letter templates

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Nov 14, 2022

8. Suitability Letter - Add multiple products, and joint and single applicants

   36 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Nov 14, 2022

9. Allow tokens to be deleted before preview or finalise

   18 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Nov 14, 2022

10. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 14, 2022

11. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    21 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 14, 2022

12. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 10, 2022