Settings and activity

58 results found

1. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Kate Thacker supported this idea  ·  Mar 9, 2023

2. To show when another user is viewing the case (either client or another staff member).

   18 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 9, 2023

3. Client portal notifications

   44 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 9, 2023

4. Remove ID and Address Verifcation Mandatory

   15 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 9, 2023

5. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Kate Thacker commented  ·  Mar 9, 2023  ·  Edit…  ·  Delete…

   This is exceedingly important for both advisers and admin to be cc'd in emails and notifications especially when adviser/admin on holiday etc no details can be seen on the case otherwise

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   Kate Thacker supported this idea  ·  Feb 7, 2023

6. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Feb 9, 2023

7. Two way email integration

   143 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Kate Thacker supported this idea  ·  Feb 7, 2023

8. Mailchimp and automation

   18 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Feb 7, 2023

9. Subject Line to include brokers name

   12 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Feb 7, 2023

10. Case Requirements Box - Document Checklist

    55 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

11. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

12. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

13. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

14. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

15. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

16. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

17. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

18. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    20 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023