Settings and activity

18 results found

1. Deceased Option in Fact Find

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Louis Down commented  ·  Aug 9, 2024  ·  Edit…  ·  Delete…

   Add a DO NOT CONTACT tickbox to clients that automatically removes them from any automated email and freezes their marketing preferences (assuming that's implemented). We have a number of deceased clients and there is currently no way of dealing with this.

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   Louis Down supported this idea  ·  Aug 9, 2024

2. Pull existing property expense data through to client outgoings

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Louis Down shared this idea  ·  Mar 21, 2024

3. Group Deleted Documents in Doc Store

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   Louis Down shared this idea  ·  Mar 21, 2024

4. Add filter for document types

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   planned  ·  2 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Louis Down commented  ·  Mar 21, 2024  ·  Edit…  ·  Delete…

   Ability to drag/reorder documents in the doc store to enable us to bunch together bank statements, payslips etc.

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   Louis Down supported this idea  ·  Mar 21, 2024

5. Improve Error Message

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   planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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6. Two way email integration

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Louis Down supported this idea  ·  Jan 8, 2024

7. Select All Option for Bulk email

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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8. Adding an existing client to a case

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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9. Include 'Valuation Reports' in Document Type Drop-Down

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   planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Louis Down supported this idea  ·  Jan 8, 2024

10. Change 'Completion of Remortgage Date' label to 'Completion Date'.

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Dec 18, 2023

11. Mailchimp and automation

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Sep 27, 2023

12. Fact Find - send a copy of fact find to Document store upon Completed

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    under review  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Jun 12, 2023

13. Document needs acknowledgement email template pop up

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023

14. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023

15. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023

16. B&C Renewal Date

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023

17. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023

18. New Leads From QR Codes need to have a notification

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Apr 21, 2023