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10 results found

  1. Existing Properties Limited Company

    20 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Ciaran O'Malley shared this idea  · 

  2. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Ciaran O'Malley supported this idea  · 

  3. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Ciaran O'Malley supported this idea  · 

  4. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Admin →
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    Ciaran O'Malley supported this idea  · 
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    Ciaran O'Malley commented  · 

    Customisable conditions can be applied to the kanban swim lanes

  5. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Ciaran O'Malley supported this idea  · 
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    Ciaran O'Malley commented  · 

    Yes and enable introducers to see advisers diaries so they can book meetings in as well

  6. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    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 supported this idea  · 

  7. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Ciaran O'Malley supported this idea  · 
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    Ciaran O'Malley commented  · 

    So mass emails can be sent at a single click, rather than having to individually click each box

    Ciaran O'Malley shared this idea  · 

  8. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Ciaran O'Malley supported this idea  · 

  9. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Ciaran O'Malley supported this idea  · 

  10. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Ciaran O'Malley supported this idea  ·