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.
Updated Notes Interface
Continuing our updates to standardise Smartr365’s user interface, we have developed the notes section which now appears as a toggleable right-hand panel. With the latest update you can read the history of your applications better, with the panel remaining open as you navigate through a case, meaning you’ll never lose your place if another page is required.
Add New Lead
Restored search function to Adviser and Introducer fields
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