Settings and activity

9 results found

1. Home Insurance Overview

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Jasmine Dent shared this idea  ·  Jun 2, 2026

2. birthday

   15 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Jasmine Dent supported this idea  ·  May 28, 2026

3. Being able to send my own email templates form the notes section of the case within the summary screen

   2 votes

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   Jasmine Dent supported this idea  ·  May 28, 2026

4. Being able to choose the time automated remortgages emails are sent.

   2 votes

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   Jasmine Dent supported this idea  ·  May 28, 2026

5. Home Insurance Cases

   29 votes

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   under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Jasmine Dent supported this idea  ·  May 28, 2026

6. Task without having a live case on file

   25 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Jasmine Dent supported this idea  ·  May 28, 2026

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

   27 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Jasmine Dent supported this idea  ·  May 28, 2026

8. Search bar in the tasks to find all tasks related to a client

   6 votes

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   Jasmine Dent supported this idea  ·  May 28, 2026

9. Date Moved to Address *

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Jasmine Dent shared this idea  ·  Sep 13, 2025