Update 06/01/2019
What’s new to Smartr365?
At Smartr365 we are incredibly focused on Agile development and therefore continue to drop new improvements to our ever growing platform. As always, make sure to clear your cache and refresh your system. In the most recent release we are proud to announce the following updates:
FOCUS FEATURE
Follow-up Date Improvements
Setting follow-up dates is now a faster process. No longer is it separated into date and time, but is included in one fluid motion. The default is also no longer set to 6AM, and encourages precise scheduling to make sure you meet all your tasks for the day.
                                    
We have also added an immediate subnote, indicating how far overdue a follow-up is.
                                                                                              
OTHER ENHANCEMENTS
Add New Lead
  • Introducers set as “Introducer CEO” are now included as a separate dropdown when selecting the lead source
Application Summary
  • Can now more easily remove a joint applicant from an application

Document Store

  • Added an “Other” option to all document purposes
  • Folder icons now match branding colour scheme
  • Restore icon no longer disappears after being selected
  • “Import from another case” no longer requires a page refresh to display
  • “By” column is no longer empty when the document originates from an Application Services
  • Resolved cosmetic inconsistencies for deleted documents
  • Resolved issue where a document source would change to be from the adviser if deleted by a Superuser or Admin account
Factfind
  • Added blank dropdown options in multiple fields
  • Solicitors are no longer a required validation
  • Separated sections for previous employment and previous self employment
Reports
  • Introducers set as “Introducer CEO” are now included as a separate dropdown when selecting the lead source
If you have any questions, please do not hesitate to get in contact with your account manager at Smartr365 either directly or via sales@smartr365.com.