Settings and activity

18 results found

1. Factfind needs to be streamlined. Can we have the ability to turn off more questions in the factfind to make it easier for the client

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   0 comments  ·  Fact Find  ·  Edit…  ·  Delete…  ·  Admin →
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   Colin Farrow shared this idea  ·  Nov 5, 2025

2. Company Acknowledgements to be auto stored in Document Store when accepted by client

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Colin Farrow supported this idea  ·  Nov 5, 2025

3. Client Portal Document Store - Completed Cases

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Colin Farrow supported this idea  ·  Nov 5, 2025

4. Improve customer journey

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   started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Colin Farrow supported this idea  ·  Nov 5, 2025

5. GDPR Documents

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   2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Colin Farrow supported this idea  ·  Nov 5, 2025

6. Have an email button always available from any part of the case

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   0 comments  ·  Emails  ·  Edit…  ·  Delete…  ·  Admin →
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   Colin Farrow shared this idea  ·  Nov 5, 2025

7. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

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   Colin Farrow supported this idea  ·  Nov 5, 2025

8. Being able to send our own emails from the workflow

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   Colin Farrow supported this idea  ·  Nov 5, 2025

9. Take the word Automated out of the pre populated emails

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   Colin Farrow supported this idea  ·  Nov 5, 2025

10. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

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    Colin Farrow supported this idea  ·  Nov 5, 2025

11. Emails and notes fonts need to be consistent

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Colin Farrow supported this idea  ·  Nov 5, 2025

12. email documents direct from smartr

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    Colin Farrow supported this idea  ·  Nov 5, 2025

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

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    Colin Farrow supported this idea  ·  Nov 5, 2025

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

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    Colin Farrow supported this idea  ·  Nov 5, 2025

15. Being able to attach documents that are saved into the document store to an email that goes to the client.

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    Colin Farrow supported this idea  ·  Nov 5, 2025

16. Email Client When adviser shares a document

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    Colin Farrow supported this idea  ·  Nov 5, 2025

17. Being able to attach documents that are saved into the document store to an email that goes to the client.

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    Colin Farrow supported this idea  ·  Nov 5, 2025

18. Company branding on Homebuyer app

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Colin Farrow commented  ·  Nov 5, 2025  ·  Edit…  ·  Delete…

    This should be standard

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    Colin Farrow supported this idea  ·  Nov 5, 2025