Settings and activity

13 results found

1. Task Due Notifications

   42 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   David Butler supported this idea  ·  Oct 14, 2025

2. Task without having a live case on file

   23 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   David Butler supported this idea  ·  Oct 14, 2025

3. Porting Mortgage Case

   13 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   David Butler shared this idea  ·  Oct 2, 2024

4. Administrator access to Solutionbuilder

   1 vote

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   0 comments  ·  Protection  ·  Edit…  ·  Delete…  ·  Admin →
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   David Butler shared this idea  ·  Apr 2, 2024

5. Home Insurance Cases

   28 votes

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   under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   David Butler supported this idea  ·  Nov 29, 2023

6. 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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   David Butler supported this idea  ·  Feb 2, 2023

7. 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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   David Butler supported this idea  ·  Feb 2, 2023

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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   David Butler supported this idea  ·  Feb 2, 2023

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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   David Butler supported this idea  ·  Feb 2, 2023

10. 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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    David Butler supported this idea  ·  Feb 2, 2023

11. Confidential Cases - restricting access

    47 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    David Butler supported this idea  ·  Feb 2, 2023

12. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    David Butler supported this idea  ·  Feb 2, 2023

13. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Butler supported this idea  ·  Feb 2, 2023