Settings and activity
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11 votes
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Abdi Ahmed
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76 votes
We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.
We intend to roll this out further to a limited number of firms shortlly.
Then wider for all.
Abdi Ahmed
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Ability to change statuses or configure. - Personalised Workflow with customisable status and workflow
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1 voteAbdi Ahmed
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5 votesAbdi Ahmed
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E.g. In the settings a section which you can set your remortgage contact date to be automatically pre-set 3 months, 4 months , 6 Months to a year before the remortgage date. Instead of manually updating this to 3 months before.