Settings and activity

65 results found

1. Remove need to add an email address for second client

   29 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

2. Homebuyer app and Client Portal should be One

   4 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

3. Valuation Access Details for Remortgages

   2 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

4. client to enter their own solicitor details

   5 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

5. Company Acknowledgements to be auto stored in Document Store when accepted by client

   12 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

6. Some clients cant find Documents

   8 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

7. Nationality

   5 votes

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   planned  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

8. Mark all notifications as read

   4 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

9. Client Portal Document Store - Completed Cases

   20 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Sep 15, 2024

10. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

11. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

    22 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

12. Restrict certain kanban stages to specific users/teams

    16 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

13. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

14. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

15. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

16. Customisable workflows with Tasks

    77 votes

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    6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    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.

    Oliver Potter supported this idea  ·  Nov 20, 2023

17. Create an Automated Protection Review Task/Reminder

    14 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

18. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

19. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

20. Suitability Letter - Add multiple products, and joint and single applicants

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023