Settings and activity

19 results found

1. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Eleanor McDonagh supported this idea  ·  Aug 12, 2024

2. Nick name for cases

   4 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Aug 12, 2024

3. Task Due Notifications

   42 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Jul 23, 2024

4. 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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   Eleanor McDonagh supported this idea  ·  Jul 23, 2024

5. 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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   Eleanor McDonagh supported this idea  ·  Jul 23, 2024

6. Task Notifications

   12 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Jul 23, 2024

7. Admin Assistant email signature

   5 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Jun 7, 2024

8. Search via lender ref, mortgage a/c no and address

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Jun 7, 2024

9. Notify us when documents are uploaded

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Eleanor McDonagh supported this idea  ·  Jun 7, 2024

10. Document order

    5 votes

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    planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Jun 7, 2024

11. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Jun 7, 2024

12. SEARCH BY PROPERTY ADDRESS

    12 votes

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    planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh shared this idea  ·  Jun 7, 2024

13. Colour system to show the new remortgages

    5 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Jan 25, 2024

14. Time Out time at log in

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Jan 25, 2024

15. Two way email integration

    144 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.

    Eleanor McDonagh supported this idea  ·  Jan 25, 2024

16. Be able to see who has removed tasks on smartr

    1 vote

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh shared this idea  ·  Jan 25, 2024

17. American formatting used for dates, used rather than Uk date

    17 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Nov 23, 2023

18. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Nov 23, 2023

19. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Eleanor McDonagh supported this idea  ·  Nov 23, 2023