Settings and activity

28 results found

1. Not proceeded with cases identifiable on case drop down

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Lisa Harrison shared this idea  ·  Aug 19, 2025

2. New Mortgage Loan Amount for Remortgage Application

   6 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Jun 19, 2024

3. Improve customer journey

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   started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  May 30, 2024

4. Existing Cover auto created from Completed Protection cases

   7 votes

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   under review  ·  3 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Lisa Harrison commented  ·  Apr 15, 2024  ·  Edit…  ·  Delete…

   Makes sense that if a Protection policy has been 'completed' it should auto update into Existing Policies surely?

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   Lisa Harrison supported this idea  ·  Apr 15, 2024

5. Customisable workflows with Tasks

   77 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  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.

   Lisa Harrison supported this idea  ·  Mar 26, 2024

6. Integration with a text messaging service

   33 votes

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Mar 14, 2024

7. Admin notifcations

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Mar 14, 2024

8. Stop inviting clients to HomeBuyer when already onboarded with Smartr365

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   6 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Lisa Harrison commented  ·  Mar 14, 2024  ·  Edit…  ·  Delete…

   I agree 100%, we have clients who are logging into the Homebuyer app instead of Smartr and then getting really confused. Its just a marketing app, so should not be automatically sent, we need the option to switch it off.

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   Lisa Harrison supported this idea  ·  Mar 14, 2024

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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   Lisa Harrison supported this idea  ·  Apr 3, 2023

10. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Apr 3, 2023

11. 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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    Lisa Harrison supported this idea  ·  Apr 3, 2023

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

    37 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

13. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

14. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

15. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

16. Task Due Notifications

    42 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

17. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

18. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

19. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Lisa Harrison supported this idea  ·  Feb 12, 2023

20. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023