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13 results found

  1. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Stuart Bolton supported this idea  · 

  2. Select All Option for Bulk email

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Stuart Bolton supported this idea  · 

  3. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes

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    5 comments  ·  Protection  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    Stuart Bolton supported this idea  · 

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

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Admin →
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    Stuart Bolton supported this idea  · 

  5. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Admin →
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    Stuart Bolton shared this idea  · 

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

    22 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Stuart Bolton supported this idea  · 

  7. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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    Stuart Bolton supported this idea  · 

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

    56 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Stuart Bolton supported this idea  · 

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

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Admin →
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    Stuart Bolton supported this idea  · 

  10. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Stuart Bolton supported this idea  · 

  11. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Stuart Bolton supported this idea  · 

  12. Customisable workflows with Tasks

    76 votes

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    6 comments  ·  Workflow  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.


    We intend to roll this out further to a limited number of firms shortlly.


    Then wider for all.

    An error occurred while saving the comment
    Stuart Bolton commented  · 

    There is a facility to customize the Kanban but when you log back in the following day it defaults back to the original. :-(

    Stuart Bolton supported this idea  · 

  13. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Admin →
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    Stuart Bolton supported this idea  ·