Settings and activity

13 results found

1. Cases Screen - Search by specific data field

   5 votes

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   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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   Mark Bevan supported this idea  ·  Apr 25, 2025

2. Admin cc'd on case emails

   19 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  May 21, 2024

3. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

4. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Mark Bevan supported this idea  ·  Apr 5, 2024

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

   24 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

6. Display dependent age not years still dependent

   47 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

7. Vulnerable Customer questions in Additional Fields (Sesame)

   9 votes

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   started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

8. Introducer reports that can generate a PDF report

   21 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

9. Ability to Customise the fields in reports

   9 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Mark Bevan supported this idea  ·  Apr 5, 2024

10. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Mark Bevan supported this idea  ·  Apr 5, 2024

11. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Mark Bevan supported this idea  ·  Apr 5, 2024

12. Enable us to edit spacing on suitability reports

    19 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Mark Bevan supported this idea  ·  Apr 5, 2024

13. Mailchimp and automation

    19 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Mark Bevan commented  ·  Sep 28, 2023  ·  Edit…  ·  Delete…

    Additionally the ability to email multiple clients at the same time. This would allow us to send surveys etc for feedback inline with our consumer duty requirements

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    Mark Bevan supported this idea  ·  Sep 28, 2023