This evening, Smartr365 will be updated with new enhancements and changes. Please see the headline release notes below, and make sure to clear your cache and refresh your system.
Navigation Improvements – The Main Menu
We have made significant improvements to how navigation operates on Smartr365. The main menu has had some minor renaming, but the Applications page has also been split into Kanban view and Case view. This way, you can more easily access the format you prefer.
Navigation Improvements – Submenus
Now, application-related pages form part of smaller sub-menus, meaning you can more easily locate where you are and exit an application in fewer clicks.
Add New Lead button is now clearly marked as such, and appears in the top left of the page
Download Factfind has been moved beneath the header and clearly labelled
Add Notes has been moved beneath the header and clearly labelled
Clicking the logo in the top left returns you to the Dashboard
Most Factfind pages no longer require you to scroll to save a section
Moved Existing Properties to new Factfind submenu
Pensions have been moved to their own submenu within a case
Investments have been moved to their own submenu within a case
Added ISO27001 accreditation
Fixed issue where users couldn’t import a document from another case when using Microsoft Edge
Fixed issue where downloading factfinds from within a second applicant flipped employment information for both applicants
Manually added lenders are now correctly sorted alphabetically
Fixed issue where an error would appear when entering the ULS registration page
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.