Update 10/03/2020
What’s new to Smartr365?
We’re bringing you the latest update to Smartr365 this evening, with new enhancements and improvements. Find out more below, and make sure to clear your cache and refresh your system so you can use the new features.
HEADLINE ENHANCEMENT
Adviser Credentials
You are now able to update your own account credentials individually, without having to use the CEO account, including adding and updating integrations.
Bug Fixes

 

Cases
  • “Date Live” header has been replaced by “Date Created” when expanding a case
Client Portal
  • Payslips page now correctly asks for three months’ paylsips, rather than four
Factfind
  • Fixed an issue where entering phone numbers into fields other than “Telephone” wouldn’t show on the Application Summary