Settings and activity

20 results found

1. Getting a email notification when a task is due

   3 votes

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   David Butler supported this idea  ·  Nov 6, 2025

2. Mailchimp and automation

   21 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   David Butler supported this idea  ·  Nov 6, 2025

3. Being able to send our own emails from the workflow

   6 votes

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   David Butler supported this idea  ·  Nov 6, 2025

4. Flexibility around 'Time to Remortgage' Emails

   3 votes

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   David Butler supported this idea  ·  Nov 6, 2025

5. Client status email notifications

   9 votes

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   David Butler supported this idea  ·  Nov 6, 2025

6. Being able to attach documents that are saved into the document store to an email that goes to the client.

   4 votes

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   David Butler supported this idea  ·  Nov 6, 2025

7. Being able to attach documents that are saved into the document store to an email that goes to the client.

   5 votes

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   David Butler supported this idea  ·  Nov 6, 2025

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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