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  1. Notification of Incoming Email

    1 vote

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    0 comments  ·  Emails  ·  Admin →
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    Dave Coleman shared this idea  · 

  2. Two way email integration

    145 votes

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    33 comments  ·  Emails  ·  Admin →
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    Dave Coleman supported this idea  · 

  3. Emails and notes fonts need to be consistent

    10 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Dave Coleman supported this idea  · 

  4. birthday

    13 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Dave Coleman supported this idea  · 

  5. email documents direct from smartr

    5 votes

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    0 comments  ·  Emails  ·  Admin →
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    Dave Coleman supported this idea  · 

  6. Client status email notifications

    10 votes

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    2 comments  ·  Emails  ·  Admin →
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    Dave Coleman supported this idea  · 

  7. Multiple FactFind Applicants

    132 votes

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    planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Dave Coleman commented  · 

    Absolutely makes sense and surprised it's not already there. I've just got a 4 person case and only realised it wasn't possible when I tried to set up the case. Such a waste of time to be adding in notes or uploading a paper fact find and opens up the possibility of errors and missing information.

    Dave Coleman supported this idea  ·