Settings and activity

13 results found

1. Access to solicitor details

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Alicia Scally shared this idea  ·  Sep 25, 2025

2. Outlook Calendar integration

   28 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Alicia Scally supported this idea  ·  Sep 4, 2025

3. Integration with a text messaging service

   33 votes

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Alicia Scally supported this idea  ·  Sep 4, 2025

4. Email Notification when documents uploaded from Client side

   31 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Alicia Scally supported this idea  ·  Sep 4, 2025

5. Mailchimp and automation

   22 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Alicia Scally supported this idea  ·  Sep 4, 2025

6. Admin cc'd on case emails

   20 votes

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   Alicia Scally supported this idea  ·  Sep 4, 2025

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

   6 votes

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   Alicia Scally supported this idea  ·  Sep 4, 2025

8. birthday

   14 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Alicia Scally supported this idea  ·  Sep 4, 2025

9. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   10 votes

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   Alicia Scally supported this idea  ·  Sep 4, 2025

10. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    8 votes

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    Alicia Scally supported this idea  ·  Sep 4, 2025

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

    5 votes

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    Alicia Scally supported this idea  ·  Sep 4, 2025

12. Email Client When adviser shares a document

    6 votes

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    Alicia Scally supported this idea  ·  Sep 4, 2025

13. Client status email notifications

    10 votes

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    2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Alicia Scally supported this idea  ·  Sep 4, 2025