Settings and activity

24 results found

1. Tasks to show which Adviser the case is for on the task page when due - helpful for Admin.

   3 votes

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Natalia Fos shared this idea  ·  Mar 28, 2024

2. 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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   Natalia Fos shared this idea  ·  Feb 20, 2023

3. Lead form on a broker website

   26 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Natalia Fos supported this idea  ·  Dec 9, 2022

4. Search notes

   17 votes

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   planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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   Natalia Fos supported this idea  ·  Oct 31, 2022

5. 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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   Natalia Fos supported this idea  ·  Oct 31, 2022

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

   29 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Natalia Fos supported this idea  ·  Oct 31, 2022

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

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Natalia Fos supported this idea  ·  Oct 31, 2022

8. Task Due Notifications

   42 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Natalia Fos supported this idea  ·  Oct 31, 2022

9. 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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   Natalia Fos supported this idea  ·  Oct 31, 2022

10. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

11. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

12. Add Trust as a label with the Protection Document store

    14 votes

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    1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    
    

    This change has been started and will be delivered in January.

    
    

    Thanks,

    
    

    Brooke

    Natalia Fos supported this idea  ·  Oct 31, 2022

13. Bank Statements - Separate Personal / Business

    22 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

14. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

15. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

16. Dashboard figures to show current month and not last 31 days

    22 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

17. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

18. More Efficient Remortgage Management

    19 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

19. Give clients the ability to add a second applicant themselfs on the client portal

    61 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022

20. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Natalia Fos supported this idea  ·  Oct 31, 2022