Settings and activity

13 results found

  1. 11 votes
    3 comments  ·  General  ·  Admin →
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    Abdi Ahmed commented  · 

    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.

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  2. 5 votes
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  3. 1 vote
    0 comments  ·  General  ·  Admin →
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  4. 1 vote
    0 comments  ·  General  ·  Admin →
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  5. 1 vote
    0 comments  ·  General  ·  Admin →
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  6. 1 vote
    0 comments  ·  General  ·  Admin →
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  7. 5 votes
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  8. 6 votes
    0 comments  ·  General  ·  Admin →
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  9. 3 votes
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  10. 1 vote
    under review  ·  0 comments  ·  General  ·  Admin →
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  11. 76 votes
    6 comments  ·  Workflow  ·  Admin →
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    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.

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    Abdi Ahmed commented  · 

    Ability to change statuses or configure. - Personalised Workflow with customisable status and workflow

  12. 1 vote
    0 comments  ·  General  ·  Admin →
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  13. 5 votes
    under review  ·  0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  ·