Settings and activity

9 results found

1. New Leads From QR Codes need to have a notification

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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2. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   94 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Mossy Sowlat commented  ·  Jan 20, 2021  ·  Edit…  ·  Delete…

   When customers complete the Fact Find, but they don't have any Commitments, (also when they don't have any dependents), it would be great if there was a tickbox for them to confirm they don't have any. Otherwise you cannot tell whether they just forgot to complete this part.

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   Mossy Sowlat supported this idea  ·  Nov 26, 2020

3. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Mossy Sowlat shared this idea  ·  Oct 27, 2020

4. 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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   Mossy Sowlat supported this idea  ·  Oct 27, 2020

5. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Mossy Sowlat supported this idea  ·  Oct 27, 2020

6. Two way email integration

   143 votes

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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.

   Mossy Sowlat supported this idea  ·  Oct 27, 2020

7. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Mossy Sowlat supported this idea  ·  Oct 27, 2020

8. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Mossy Sowlat supported this idea  ·  Oct 27, 2020

9. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Mossy Sowlat supported this idea  ·  Oct 27, 2020