Settings and activity

47 results found

1. Two way email integration

   146 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Glyn Bottomley supported this idea  ·  Mar 1, 2026

2. Mailchimp and automation

   22 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

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

   8 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

4. birthday

   14 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

5. 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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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

6. 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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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

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

   5 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

8. Email Client When adviser shares a document

   6 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

9. Add back in the time stamp on the notes , that 'The time to Remortgage ' email went out.

   3 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

10. Document labelling

    6 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

11. Dashboard Drop Down Options

    22 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

12. Remo Op on the dashboard

    32 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

13. Include Broker fee and solicitor fees on the dashboard

    46 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

14. Revamp of Dashboard

    40 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

15. Dashboard figures to show current month and not last 31 days

    23 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

16. More Efficient Remortgage Management

    20 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

17. Make dashboard more useful

    5 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

18. can we add the clients actual age next to their date of birth.

    6 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

19. Give clients the ability to add a second applicant themselfs on the client portal

    63 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

20. Client portal notifications

    47 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026