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9 results found

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

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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  2. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Mossy Sowlat commented  · 

    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.

    Mossy Sowlat supported this idea  · 

  3. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Mossy Sowlat shared this idea  · 

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

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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    Mossy Sowlat supported this idea  · 

  5. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Mossy Sowlat supported this idea  · 

  6. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Mossy Sowlat supported this idea  · 

  7. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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    Mossy Sowlat supported this idea  · 

  8. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Mossy Sowlat supported this idea  · 

  9. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Mossy Sowlat supported this idea  ·