Settings and activity

27 results found

1. Outlook Calendar integration

   26 votes

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

2. 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.

   Lisa Harrison supported this idea  ·  Feb 12, 2023

3. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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

4. 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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   Lisa Harrison supported this idea  ·  Feb 12, 2023

5. 1 click recent clients

   64 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

6. Enable us to edit spacing on suitability reports

   18 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

7. Case Requirements Box - Document Checklist

   55 votes

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