Settings and activity

4 results found

1. reverting the most recent update , of changing the notes button to a tick and into tasks. rather than it saying notes& into the notes sectio

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   0 comments  ·  Notes  ·  Delete…  ·  Admin →
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2. Limited company Improvements

   17 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Akash Desai commented  ·  May 20, 2022  ·  Edit…  ·  Delete…

   search by limited company name but also have the limited company name appear on kanban on cases as that is how lenders address the clients rather than their own name so its hard for us to find limited companies based on their personal name right now. Need to be able to find limited companies by searching their names.

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   Akash Desai supported this idea  ·  May 20, 2022

3. Select All Option for Bulk email

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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4. Two way email integration

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Akash Desai supported this idea  ·  May 19, 2020