Settings and activity

28 results found

1. Add a field for property EPC Rating to the Fact Find

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Feb 12, 2023

2. Outlook Calendar integration

   28 votes

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

3. Two way email integration

   146 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.

   Lisa Harrison supported this idea  ·  Feb 12, 2023

4. Smartr ' Mortgage offer expiry date' reminder

   53 votes

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

5. Include Broker fee and solicitor fees on the dashboard

   46 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Feb 12, 2023

6. 1 click recent clients

   65 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Feb 12, 2023

7. Enable us to edit spacing on suitability reports

   20 votes

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   started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Feb 10, 2023

8. Case Requirements Box - Document Checklist

   57 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Feb 10, 2023