Settings and activity

101 results found

1. Prompt for 3 addresses in history

   32 votes

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

2. FACT FIND - Too much scrolling

   32 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  May 17, 2023

3. Email Notification when documents uploaded from Client side

   31 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  May 5, 2023

4. Multiple FactFind Applicants

   131 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  May 5, 2023

5. Limited company Improvements

   18 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Apr 26, 2023

6. Task Due Notifications

   42 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Apr 26, 2023

7. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

   18 votes

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   under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Mar 20, 2023

8. Contact phone number for Employer in the income section of the FF

   37 votes

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   planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 28, 2023

9. Client portal /portfolio of properties

   20 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

10. 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

11. Two way email integration

    144 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

12. 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

13. 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

14. 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

15. Admin cc'd on case emails

    20 votes

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

16. 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

17. 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

18. 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

19. 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

20. 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