Hi First name,
Release Note - 22/05/2025
Email Sending Enhancements
✨ What’s New
We’ve added Cc and Bcc fields to the email feature, giving users more flexibility when communicating with clients and third parties.
You can now:
Cc or Bcc any external email address
Cc or Bcc another Smartr365 user, such as an adviser or admin, directly within the email modal
This ensures all relevant parties, internal and external, stay informed without needing to forward emails manually.
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Conveyancing Quote Visibility
✨ What’s New
To improve transparency and collaboration, Admins can now view all conveyancing quotes created by members of their respective teams directly in Smartr365. This streamlines internal communication and quote management.
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Improved Experian Error Messaging
✨ What’s New
To enhance the experience and bring more clarity we’ve updated the error message displayed when a credit report retrieval from Experian fails. Customers will now see a clearer explanation, helping them understand next steps and reduce confusion.
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Uinsure Terms and Conditions
✨ What’s New
The Terms and Conditions for Uinsure displayed in the Settings area have been updated to align with Uinsure’s latest Home Insurance policies, ensuring compliance and transparency.
Feel free to reach out if you have any queries on the above
Thanks/Team Smartr365