Settings and activity

5 results found

1. Remo Op on the dashboard

   29 votes

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   under review  ·  1 comment  ·  Dashboard  ·  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. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  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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   Peter Opie supported this idea  ·  May 18, 2020

3. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Peter Opie supported this idea  ·  May 18, 2020

4. 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  ·  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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   Peter Opie supported this idea  ·  May 18, 2020

5. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  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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   Peter Opie supported this idea  ·  May 18, 2020