Settings and activity

22 results found

1. Notification for Case Transfers

   13 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Ann Wyllie supported this idea  ·  Sep 10, 2024

2. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

   22 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

3. Tasks to show which Adviser the case is for on the task page when due - helpful for Admin.

   3 votes

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

4. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

5. As an adviser i dont think that the document store is in a logical order.

   19 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

6. Document labelling

   5 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

7. include solicitor details on summary page

   8 votes

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   1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

8. Hide NPW Cases

   7 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

9. Include client titles on Summary screen

   3 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Ann Wyllie supported this idea  ·  Sep 10, 2024

10. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Sep 10, 2024

11. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Sep 10, 2024

12. Show cases as overdue once Follow up time/date is reached

    16 votes

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    under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Sep 10, 2024

13. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Sep 10, 2024

14. Show if a case is NPW on the case summary page dropdown

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    8 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Sep 10, 2024

15. Remove need to add an email address for second client

    27 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Ann Wyllie commented  ·  Aug 20, 2024  ·  Edit…  ·  Delete…

    Can we remove the need for a second email address, or at least be able to add the same email to client 1 and client 2. We have clients that use a "family" email address and therefore the email is the same for both clients, yet we cannot use the same email. This needs to be amended please .

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    Ann Wyllie supported this idea  ·  Aug 20, 2024

16. New Mortgage Loan Amount for Remortgage Application

    6 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Aug 14, 2024

17. Add Completion Date to Case List Client account

    3 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Ann Wyllie commented  ·  May 8, 2024  ·  Edit…  ·  Delete…

    Can we have the completion date shown on the case summary page

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    Ann Wyllie supported this idea  ·  May 8, 2024

18. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Mar 16, 2023

19. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Ann Wyllie supported this idea  ·  Mar 16, 2023

20. 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.

    Ann Wyllie supported this idea  ·  Mar 16, 2023