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Settings and activity

23 results found

  1. Additional statuses

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    Ann Wyllie shared this idea  · 

  2. Notification for Case Transfers

    13 votes
    under review  ·  1 comment  ·  Notifications  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    22 votes
    under review  ·  0 comments  ·  Tasks  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    3 votes
    0 comments  ·  Tasks  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  5. Download all button document store

    72 votes
    under review  ·  4 comments  ·  Document Store  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    19 votes
    under review  ·  0 comments  ·  Document Store  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  7. Document labelling

    5 votes
    0 comments  ·  Document Store  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  8. include solicitor details on summary page

    9 votes
    1 comment  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  9. Hide NPW Cases

    7 votes
    planned  ·  0 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  10. Include client titles on Summary screen

    3 votes
    0 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  11. 1 click recent clients

    64 votes
    under review  ·  1 comment  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    48 votes
    planned  ·  3 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    16 votes
    under review  ·  0 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  14. tags for linked clients on case view

    22 votes
    planned  ·  0 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    8 votes
    planned  ·  1 comment  ·  Cases View  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

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

    29 votes
    under review  ·  2 comments  ·  Client Portal  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ann Wyllie commented  · 

    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 .

    Ann Wyllie supported this idea  · 

  17. New Mortgage Loan Amount for Remortgage Application

    6 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  18. Add Completion Date to Case List Client account

    3 votes
    1 comment  ·  General  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Ann Wyllie commented  · 

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

    Ann Wyllie supported this idea  · 

  19. Add attachments to application updates

    28 votes
    under review  ·  1 comment  ·  Emails  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 

  20. Outlook Calendar integration

    26 votes
    planned  ·  1 comment  ·  Emails  ·  Admin →
    How important is this to you?
    Ann Wyllie supported this idea  · 
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