Update 14/02/2020
What’s new to Smartr365?
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.
HEADLINE ENHANCEMENTS
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.
                                           
Other Enhancements
Factfind
  • 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
Miscellaneous
  • Added ISO27001 accreditation
Bug Fixes
Document Store
  • Fixed issue where users couldn’t import a document from another case when using Microsoft Edge
Factfind
  • Fixed issue where downloading factfinds from within a second applicant flipped employment information for both applicants
  • Manually added lenders are now correctly sorted alphabetically
Settings
  • Fixed issue where an error would appear when entering the ULS registration page