Settings and activity

30 results found

1. Allow tokens to be deleted before preview or finalise

   18 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jan 6, 2021

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

   36 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jan 6, 2021

3. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Oct 30, 2020

4. Pre-Filled Categories

   37 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 29, 2020

5. Income overview

   15 votes

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   under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 24, 2020

6. Optional Email Addresses for clients

   35 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 3, 2020

7. 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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   JF FS supported this idea  ·  Jul 3, 2020

8. 1 click recent clients

   64 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 3, 2020

9. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 3, 2020

10. Electronic signatures

    84 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jun 4, 2020