Settings and activity

6 results found

1. individual background properties not showing under other applicant

   3 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Jenny Gregory commented  ·  May 8, 2024  ·  Edit…  ·  Delete…

   Agree this is completely ridiculous and sets us up for all sorts of problems.

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   Jenny Gregory supported this idea  ·  May 8, 2024

2. 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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   Jenny Gregory supported this idea  ·  Apr 9, 2024

3. 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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   Jenny Gregory supported this idea  ·  Apr 9, 2024

4. Client notes

   10 votes

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   under review  ·  4 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Jenny Gregory supported this idea  ·  Mar 28, 2024

5. Multiple products on a mortgage

   93 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Jenny Gregory commented  ·  Apr 13, 2023  ·  Edit…  ·  Delete…

   This really should be a basic feature - not a potential enhancement.

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   Jenny Gregory supported this idea  ·  Apr 13, 2023

6. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Jenny Gregory supported this idea  ·  Mar 27, 2023