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13 results found

  1. Access to solicitor details

    1 vote

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    Alicia Scally shared this idea  · 

  2. Outlook Calendar integration

    27 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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  3. Integration with a text messaging service

    33 votes

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    under review  ·  7 comments  ·  Emails  ·  Admin →
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  4. Email Notification when documents uploaded from Client side

    31 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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  5. Mailchimp and automation

    20 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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  6. Admin cc'd on case emails

    20 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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  7. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

    5 votes

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  8. birthday

    12 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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  9. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

    9 votes

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    planned  ·  0 comments  ·  Emails  ·  Admin →
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  10. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    6 votes

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  11. Having the ability for clients to book meetings into my calendar from Smartr365.

    3 votes

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  12. Email Client When adviser shares a document

    4 votes

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  13. Client status email notifications

    8 votes

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    2 comments  ·  Emails  ·  Admin →
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    Alicia Scally supported this idea  ·