Settings and activity

92 results found

1. 1 click recent clients

   62 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 18, 2021

2. BTL portfolio totals

   51 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021

3. Product Transfer as Buyer Type

   55 votes

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   planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021

4. Add self build to purchase type in fact find

   22 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021

5. Clear all notifications

   40 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021

6. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021
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   Matthew Preston commented  ·  Jun 4, 2020  ·  Edit…  ·  Delete…

   Being able to send emails from the client pages and having correspondence saved to notes automatically.

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   Matthew Preston commented  ·  Apr 20, 2020  ·  Edit…  ·  Delete…

   You should be able to send emails to customers from within the system and have them saved to the customer contact record.

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   Matthew Preston commented  ·  Apr 20, 2020  ·  Edit…  ·  Delete…

   You should be able to upload your own email templates.

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7. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Mar 15, 2021

8. Task Due Notifications

   41 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Nov 7, 2020

9. Mortgage Fees being added to the loan

   14 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston shared this idea  ·  Oct 23, 2020

10. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Sep 9, 2020

11. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Sep 9, 2020

12. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Sep 9, 2020

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

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Sep 9, 2020

14. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Sep 9, 2020
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    Matthew Preston commented  ·  Apr 20, 2020  ·  Edit…  ·  Delete…

    On the cases tab - it should be via case and not by individual.

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15. Employer details improvement

    17 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 17, 2020

16. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Matthew Preston commented  ·  Jun 9, 2020  ·  Edit…  ·  Delete…

    Allow a protection review date so we can set annual reviews for protection policies.

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    Matthew Preston commented  ·  Apr 28, 2020  ·  Edit…  ·  Delete…

    Having a breakdown of where different leads come from for protection and b&C would be a great idea.

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    Matthew Preston supported this idea  ·  Apr 28, 2020

17. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jun 9, 2020

18. Integration with a text messaging service

    31 votes

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    under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 29, 2020

19. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 29, 2020

20. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 29, 2020