Settings and activity

6 results found

1. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  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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   Stuart Wallace supported this idea  ·  Nov 1, 2022

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

   26 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Stuart Wallace supported this idea  ·  Nov 1, 2022

3. Improve customer journey

   17 votes

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   started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Stuart Wallace shared this idea  ·  Nov 1, 2022

4. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Stuart Wallace supported this idea  ·  Nov 1, 2022

5. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Stuart Wallace supported this idea  ·  Nov 1, 2022

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

   58 votes

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   planned  ·  1 comment  ·  Client Portal  ·  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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   Stuart Wallace supported this idea  ·  Nov 1, 2022