Settings and activity

60 results found

1. Existing Cover auto created from Completed Protection cases

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Apr 15, 2024
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   Kate Thacker commented  ·  Apr 15, 2024  ·  Edit…  ·  Delete…

   Protection cases shouldnt really be shown as completed they should either be commenced, In force, live, lapsed, cancelled etc not completed. When cases are then on risk/in force/live they should automatically be pulled into existing policies.

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2. Protection Policy Completed Status

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   1 comment  ·  Protection  ·  Delete…  ·  Admin →
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   Kate Thacker commented  ·  Apr 15, 2024  ·  Edit…  ·  Delete…

   Protection need to have in force/lapsed/cancelled/live status completed isnt correct at all

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   Kate Thacker supported this idea  ·  Apr 15, 2024

3. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

   36 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

5. Task Due Notifications

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

6. Task without having a live case on file

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

7. Jodie.clayworth@cheethamjackson.com

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

8. Enable us to edit spacing on suitability reports

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   started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

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   5 comments  ·  Protection  ·  Delete…  ·  Admin →
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   planned  ·  AdminBrooke Lowry (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

   Kate Thacker supported this idea  ·  Mar 27, 2024

10. Protection Reports

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    0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

11. Protection reports

    4 votes

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    under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

12. Medical Questionaire

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

13. Recording Non-Indemnity Earnings

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    under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

14. Integration with a text messaging service

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    under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

15. Admin notifcations

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    under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

16. Clear all notifications

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

17. Client notes

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    under review  ·  4 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Kate Thacker shared this idea  ·  Mar 27, 2024

18. Search notes

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    planned  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

19. Increase character limit for the notes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

20. Summary changes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024