Hi First name,
For our last release of February, we have a few exciting updates to end the month
Our team have been busy creating an integration with Payment Shield for your GI requirements. The first phase of the integration is being made available with today's release.
**For now, Paymentshield needs to be manually enabled for you (and until the end of March, you can't use both Paymentshield AND Uinsure). So to get this switched on, please send us a message through SmartrAI or email us at customer.success@smartr365.com.
New Notifications Service
Our current notifications service is being deprecated as we have build a new and improved system on the latest infrastructure.
We will be adding new features to the service over the next few weeks but, for now, we ensured it looks similar to the existing service with a few improvements:
We have added timestamps so you can track interactions with the notifications
We have added a 'Mark all Read' button to save you from dealing with them 1 by 1
There have been banners on the system to advise that, when you switch to the new service, your existing notifications will be cleared.
We will be switching all of you over on Monday 3rd March 2025.
Default Fact Find Sections
Recently, we released the ability to select sections of the Fact Find when you invite your customers to add their details. We have now created an area in 'Settings' so that you can set default sections to save you from selecting the sections each time.
Bug Fixes
When adding a task from a case, we noticed that the 'Title' field was not showing as mandatory. This was causing confusion as the 'Submit' button was greyed out. We have made the field mandatory so it is clear it must be present before the task can be saved.
We have resolved an issue where the existing properties for a joint client was not showing.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365