Settings and activity
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20 votes
Ciaran O'Malley
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28 votesCiaran O'Malley
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28 votesCiaran O'Malley
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76 votes
We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.
We intend to roll this out further to a limited number of firms shortlly.
Then wider for all.
Ciaran O'Malley
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24 votesCiaran O'Malley
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An error occurred while saving the comment Ciaran O'Malley
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Yes and enable introducers to see advisers diaries so they can book meetings in as well
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80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
Ciaran O'Malley
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143 votes
We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.
Ciaran O'Malley
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An error occurred while saving the comment Ciaran O'Malley
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So mass emails can be sent at a single click, rather than having to individually click each box
Ciaran O'Malley
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28 votesCiaran O'Malley
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129 votesCiaran O'Malley
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Customisable conditions can be applied to the kanban swim lanes