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  1. Specific customer data pulls

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Lorraine Fraser shared this idea  · 

  2. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    Lorraine Fraser commented  · 

    Yes, in particular we want to amend the standard email for remortgage and currently there is no way of doing this. It is clunky to have to resend another email after the standard one has gone out. Thanks

    Lorraine Fraser supported this idea  · 

  3. Search using policy reference numbers

    11 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Lorraine Fraser supported this idea  ·