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Settings and activity

8 results found

  1. Be able to edit Contact Date in a Completed Mortgage without changing Status

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Howard Corrin shared this idea  · 

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

    7 votes

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    0 comments  ·  Tasks  ·  Admin →
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    Howard Corrin supported this idea  · 

  3. ian@ridgewayfinance.com

    7 votes

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    1 comment  ·  General  ·  Admin →
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    Howard Corrin supported this idea  · 

  4. Be able to set a task as urgent , to take priority over other task assigned to that day

    5 votes

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    Howard Corrin supported this idea  · 

  5. Centralised Task Creation

    2 votes

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    Howard Corrin supported this idea  · 

  6. Automated tasks

    42 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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    Howard Corrin supported this idea  · 

  7. Bring back powerBI reports where I can chose what filters to use

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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    Howard Corrin shared this idea  · 

  8. Multiple products on a mortgage

    98 votes

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    planned  ·  22 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Howard Corrin commented  · 

    This is a really important update that could really do with being actioned with some urgency. Please can we have an update on when this is 'planned' for? Thank you.

    Howard Corrin supported this idea  ·