Settings and activity

67 results found

1. Allow tokens to be deleted before preview or finalise

   18 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

2. Electronic signatures

   83 votes

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

3. 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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   Oliver Potter supported this idea  ·  Nov 20, 2023

4. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

   20 votes

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   planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

5. Enable us to edit spacing on suitability reports

   18 votes

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

6. Review & Filter Protection referrals

   29 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

7. Improve navigation so adviser can see all cases that relate to X applicants

   19 votes

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   5 comments  ·  Protection  ·  Delete…  ·  Admin →
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   planned  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,  

   We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

   Keep an eye out for more comms to follow.  

   Thanks,  

   The Product team

   Oliver Potter supported this idea  ·  Nov 20, 2023

8. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

   Please speak to your CS rep or keep an eye out for more information.

   Thanks,

   The Product Team

   Oliver Potter supported this idea  ·  Nov 20, 2023

9. Important notes

   46 votes

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

10. Search notes

    16 votes

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    planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

11. Ability to download log of acknowledged documents

    28 votes

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

12. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

13. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

14. Add Trust as a label with the Protection Document store

    12 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,

    
    

    This change has been started and will be delivered in January.

    
    

    Thanks,

    
    

    Brooke

    Oliver Potter supported this idea  ·  Nov 20, 2023

15. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

16. As an adviser i dont think that the document store is in a logical order.

    19 votes

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

17. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

18. Bank Statements - Separate Personal / Business

    21 votes

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

19. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

20. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023