Settings and activity

24 results found

1. Report on Date Field, not status changed date

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   Louis Down shared this idea  ·  Jul 18, 2025

2. Report on Date Field, Not status changed date

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   Louis Down shared this idea  ·  Jul 18, 2025

3. Being able to record renewal commission, non indemnity and claw back.

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   planned  ·  0 comments  ·  Reporting  ·  Delete…  ·  Admin →
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   Louis Down supported this idea  ·  Jul 18, 2025

4. Ability to Customise the fields in reports

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Louis Down supported this idea  ·  Jul 18, 2025

5. Cases Screen - Search by specific data field

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Louis Down shared this idea  ·  Apr 25, 2025

6. Refer a case from within the case itself

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Louis Down shared this idea  ·  Feb 12, 2025

7. Deceased Option in Fact Find

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   planned  ·  3 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

8. Pull existing property expense data through to client outgoings

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

9. Group Deleted Documents in Doc Store

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

10. 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

11. Improve Error Message

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    started  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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12. 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.

    Louis Down supported this idea  ·  Jan 8, 2024

13. Select All Option for Bulk email

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

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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15. 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

16. 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

17. 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

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

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Louis Down supported this idea  ·  Jun 12, 2023

19. 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

20. Smartr ' Mortgage offer expiry date' reminder

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